Senior Wealth Advisor
LeEric is responsible for new client development and client advisory services within the Beacon Pointe Advisors Boston Office. He has spent the last 20 years helping individuals and families navigate complex financial planning matters including investment management, tax planning, retirement income distribution strategies, cash flow management, estate planning and charitable giving. LeEric is passionate about helping clients align their wealth with their values. He does this by understanding which environmental, social and governance issues are most important to them, helping clients identify which investments in their portfolio conflict with their values, constructing a customized portfolio with their values in mind, and providing quantifiable ways to measure the impact their dollars are making. Prior to joining Beacon Pointe, LeEric spent 13 years as a Wealth Management Advisor at TIAA, working with those that serve in the medical, educational and research fields. This experience has given him a first-hand understanding of the motivations and unique challenges of these selfless individuals. He earned his Bachelor of Science degree in Finance from Bentley University in Waltham, Massachusetts. LeEric is also a Level III CFA candidate. In his spare time, LeEric enjoys spending time with his wife and two daughters, as well as playing basketball and golf.