Eric Callahan serves as Director of Financial Planning at Strive, bringing over 15 years of experience in helping individuals and families navigate complex financial decisions with confidence. A Certified Financial Planner™ since 2014, Eric leads Strive’s comprehensive planning efforts across retirement income, legacy & estate planning, tax strategies, and insurance.
Prior to joining Strive, Eric held advisory roles at Fidelity and JPMorgan, as well as regional leadership positions at Hilltop Securities, where he served as both a Planning Consultant and Growth Consultant.
Eric is passionate about delivering high-impact, tailored financial strategies that empower clients to achieve long-term prosperity and True Financial Freedom.
Articles from Eric Callahan
