Meet Eric
Eric J. Haubert
- Senior Financial Advisor
- Registered Principal
- Owner
Eric has a Bachelor’s degree in Finance from the University of Dayton and holds his Series 3, 6, 7, 63, and 66 securities registrations and life insurance licenses. He is also a Series 24 Registered Principal. Eric’s work ethic and attention to detail have repeatedly earned him the Wells Fargo Advisors Financial Network Platinum Council1 distinction every year for 2007-2024, as well as recognition from Forbes as a Best-In-State Wealth Advisor2 for years 2018-2024. We strive to help clients live their best life, and in doing so over the years, we’ve assisted with and witnessed a clientele migration to all our country’s coastal regions along with plenty of places in between. Since our Team’s beginning in the early 1990’s, spending time with clients in their own homes or place of work has always been the cornerstone of our service commitment, and Eric continues that tradition by traveling all across the country to meet our elite clientele and their new neighbors they’ve been kind enough to refer to us. He feels that consistent effort and commitment to integrity have always been the building blocks for our solid base of clients, and it’s those referrals to client’s friends and family that validate that commitment. Eric also spearheads the group’s asset management due diligence by holding extensive meetings, interviews, and conference calls with senior management, market strategists, research analysts, mutual fund companies, and annuity firms. He works closely with Wells Fargo Advisors leaders and has served two 2-year terms on their Licensee Advisory Board of Independent Practices in 2012/2013 and again in 2020/2021.
Eric is an Eagle Scout who enjoys and supports outdoor activities and programs, such at the 4Ocean Project. Living on Indian Lake in Russells Point, Ohio, affords Eric the opportunity, along with his wife, Kristen, and their daughters, Maribella and Madeline, to spend much of their free time out on the water—all things boating are family favorites.
CA Insurance License Number: 0D68746. Resident State OH.
Eric is an Eagle Scout who enjoys and supports outdoor activities and programs, such at the 4Ocean Project. Living on Indian Lake in Russells Point, Ohio, affords Eric the opportunity, along with his wife, Kristen, and their daughters, Maribella and Madeline, to spend much of their free time out on the water—all things boating are family favorites.
CA Insurance License Number: 0D68746. Resident State OH.
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1 The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
2 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20. 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19. 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18. 2018 Forbes Best-In-State Wealth Advisors: (Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 - 6/30/17.
The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20. 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19. 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18. 2018 Forbes Best-In-State Wealth Advisors: (Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 - 6/30/17.
The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.