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<span><strong>CALE MORIN, CPA, CFP&#174;</strong></span>


Managing Associate
C: (312) 248-8226  

Cale Morin is a financial advisor known for his honesty, integrity, and professionalism. He believes in goals-driven financial planning and helping his clients turn those goals into reality. Cale's philosophy on personal finance is finding the perfect balance of enjoying your money today, while also planning for a better tomorrow. He takes the time to get to know each of his clients on both a personal and professional level. Cale takes pride in creating customized financial plans for all his clients.

After graduating from Illinois State University with a double major in accounting and finance, Cale began his career in public accounting with RSM. He then joined Lakeshore as a financial advisor in 2020. He is both a Certified Public Accountant as well as a CERTIFIED FINANCIAL PLANNERTM. Cale focuses his practice on comprehensive financial planning, including investment management, tax planning, retirement planning and legacy planning. Cale specializes in working with closely held business owners, individuals with equity-based compensation, and retirees.

Cale and his wife Mary live in Arlington Heights. Outside of financial planning, he also has a passion for golfing, fishing, and hockey.

Cale Morin is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in Illinois. He is insurance licensed in IL.

Tax advice and accounting services are offered independently of Equity Services, Inc. (ESI). ESI, and any companies affiliated with ESI, are not sponsoring, are not responsible for, and make no warranties or representations as to the CPA's right to or competence to practice accounting. Anyone dealing with the CPA assumes the entire risk of dealing with the CPA in connection with the practice of accounting or providing tax advice.

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