Eric Chetwood, CFP®, currently serves as a Partner Advisor at Allworth Financial, where he leverages his extensive expertise in retirement planning, investments, and estate planning to provide clients with comprehensive financial guidance. With a Bachelor’s degree in Business Administration from the prestigious Kenan-Flagler Business School...
Eric Chetwood, CFP®, currently serves as a Partner Advisor at Allworth Financial, where he leverages his extensive expertise in retirement planning, investments, and estate planning to provide clients with comprehensive financial guidance. With a Bachelor’s degree in Business Administration from the prestigious Kenan-Flagler Business School at the University of North Carolina at Chapel Hill, Eric has honed his skills in financial advisory and business strategy since graduating in 2003. His commitment to excellence is evident in his successful completion of the Certified Financial Planner exam in 2007, which equipped him with a robust understanding of various financial disciplines.
At Allworth Financial, Eric is dedicated to delivering straightforward retirement and financial guidance, empowering individuals to lead rich and meaningful lives. He plays a pivotal role in key projects that focus on enhancing client engagement and optimizing financial strategies tailored to unique life goals. His proficiency in qualified retirement plans and trading allows him to craft personalized investment portfolios that align with clients' long-term aspirations.
Eric's leadership and public speaking skills further enhance his ability to communicate complex financial concepts in an accessible manner, fostering trust and confidence among clients. His passion for process improvement drives him to continuously refine the advisory experience, ensuring that clients receive the highest level of service. As a Partner Advisor, Eric Chetwood exemplifies the values of Allworth Financial, guiding clients through the intricacies of financial planning with clarity and integrity.
