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Eric Chetwood is a CERTIFIED FINANCIAL PLANNER® professional who has been guiding clients to financial peace of mind since 2004. Eric holds a bachelor’s degree in business administration from the University of North Carolina at Chapel Hill and continued his CFP coursework at Duke University. Eric spends his days helping clients with comprehensive financial planning and portfolio construction and helping them navigate the opportunities and challenges of each stage of life. Outside of work, Eric enjoys effecting change in the local community. He serves as a directional Elder at the Summit Church in Durham, NC. He also serves on the board of directors for the NC Study Center at UNC-CH. He and his wife have two sons and are passionate about adoption advocacy as well as leveraging their gifts and resources to alleviate physical and spiritual poverty through microfinance and social businesses. To learn more about Eric, connect with him on LinkedIn.
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