Cale Morin is a financial advisor known for his honesty, integrity, and professionalism. He truly cares about making their goals a 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, never using cookie-cutter solutions.
Cale began his career in public accounting with RSM before joining Lakeshore. He is both a licensed CPA as well as an Investment Adviser Representative with Equity Services, Inc. Cale focuses his practice on investment management, tax planning, and insurance strategies. Cale graduated from Illinois State University in 2018 with a double major in Accounting and Finance.
The real benefit to you in working with Cale is financial confidence, knowing that you have an experienced professional keeping a watchful eye on your financial plan. What this means to you is spending less time worried about your personal finances, and spending more time with the ones you love, doing what you love.
Cale lives in Chicago’s Old Town neighborhood and enjoys golfing, fishing, and hockey.
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.
