Illinois State University, Bachelor of Science in Finance, Holds Active Series 65 Securities License

Eric Sagadin, CFP®

Relationship Manager

Eric Sagadin, CFP® joined Lido Advisors, LLC in February 2020 as a Relationship Manager in our Chicago office, advising current clients regarding their investment portfolios and financial plans. Eric thrives on helping individuals and families use and preserve their hard-earned money as efficiently as possible.

Born and raised in Chicago, Eric has worked in the industry since 2015, developing connections and focusing on top tier investment and planning strategies. When Eric isn’t thinking about Lido’s clients, he’s reading the latest on the current financial markets, the ever-changing financial laws, and catching up on various wealth management forums.

Eric relishes the rewarding journey of acquiring his CFP® (Certified Financial Planner) designation. Eric attended Illinois State University and graduated with a Bachelor of Science in Finance. Eric is committed to his role in Lido’s rising growth and hopes to contribute to the firm’s ongoing pursuit of leading the industry with excellence.

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Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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