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Eric Chetwood, CFP®, is a partner-advisor in Allworth’s Durham, North Carolina, office. He is a graduate of the highly regarded Kenan-Flagler Business School at the University of North Carolina, and a CERTIFIED FINANCIAL PLANNER™ professional. “The best part of my job is getting to hear people’s stories and walking with them through different chapters of life,” Eric said. “As advisors, we get to care for people every way that money impacts them – financially, emotionally, relationally and even spiritually.” A passionate advocate for adoption, Eric and his wife, Allison, and their two boys, reside in Durham, North Carolina.
- Eric met his wife, Allison, on the first day of orientation at UNC.
- Eric recently published a book called Retire to the Fullest which contains his personal investing and planning philosophy as well as his explanation of the four dimensions of financial peace of mind.
- Eric has been a featured guest on the Faith Driven Investor podcast, the Money Matters podcast, and the Truth Talk podcast. He has been a guest speaker at the Duke Law School and the UNC School of Pharmacy as well as a presenter at the corporate headquarters of SAS and Lowes Home Improvement.
- Eric serves as a directional elder at the Summit Church in Durham, NC and a board member of the NC Study Center at UNC.
- He loves to travel with Allison, play soccer with his sons, and tinker on the piano and guitar.
- Eating good food with good friends is Eric’s primary love language. If you have or need a restaurant recommendation in the RDU area, please give him a call.
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Eric Chetwood, CFP®, is a partner-advisor in Allworth’s Durham, North Carolina, office. He is a graduate of the highly regarded Kenan-Flagler Business School at the University of North Carolina, and a CERTIFIED FINANCIAL PLANNER™ professional. “The best part of my job is getting to hear people’s stories and walking with them through different chapters of life,” Eric said. “As advisors, we get to care for people every way that money impacts them – financially, emotionally, relationally and even spiritually.” A passionate advocate for adoption, Eric and his wife, Allison, and their two boys, reside in Durham, North Carolina.
- Eric met his wife, Allison, on the first day of orientation at UNC.
- Eric recently published a book called Retire to the Fullest which contains his personal investing and planning philosophy as well as his explanation of the four dimensions of financial peace of mind.
- Eric has been a featured guest on the Faith Driven Investor podcast, the Money Matters podcast, and the Truth Talk podcast. He has been a guest speaker at the Duke Law School and the UNC School of Pharmacy as well as a presenter at the corporate headquarters of SAS and Lowes Home Improvement.
- Eric serves as a directional elder at the Summit Church in Durham, NC and a board member of the NC Study Center at UNC.
- He loves to travel with Allison, play soccer with his sons, and tinker on the piano and guitar.
- Eating good food with good friends is Eric’s primary love language. If you have or need a restaurant recommendation in the RDU area, please give him a call.
Eric Chetwood
Partner Advisor
Designations: CFP®
Eric Chetwood, CFP®, is a partner-advisor in Allworth’s Durham, North Carolina, office. He is a graduate of the highly regarded Kenan-Flagler Business School at the University of North Carolina, and a CERTIFIED FINANCIAL PLANNER™ professional. “The best part of my job is getting to hear people’s stories and walking with them through different chapters of life,” Eric said. “As advisors, we get to care for people every way that money impacts them – financially, emotionally, relationally and even spiritually.” A passionate advocate for adoption, Eric and his wife, Allison, and their two boys, reside in Durham, North Carolina.
Education and Certifications
Who I Best Work With
What Guides My Approach
Eric Chetwood, CFP®, is a partner-advisor in Allworth’s Durham, North Carolina, office. He is a graduate of the highly regarded Kenan-Flagler Business School at the University of North Carolina, and a CERTIFIED FINANCIAL PLANNER™ professional. “The best part of my job is getting to hear people’s stories and walking with them through different chapters of life,” Eric said. “As advisors, we get to care for people every way that money impacts them – financially, emotionally, relationally and even spiritually.” A passionate advocate for adoption, Eric and his wife, Allison, and their two boys, reside in Durham, North Carolina.
“The best part of my job is getting to hear people’s stories and walking with them through different chapters of life. As advisors, we get to care for people in every way that money impacts them – financially, emotionally, relationally, and even spiritually.”
- Eric Chetwood, Allworth Partner Advisor
More About Eric:
- Eric met his wife, Allison, on the first day of orientation at UNC.
- Eric recently published a book called Retire to the Fullest which contains his personal investing and planning philosophy as well as his explanation of the four dimensions of financial peace of mind.
- Eric has been a featured guest on the Faith Driven Investor podcast, the Money Matters podcast, and the Truth Talk podcast. He has been a guest speaker at the Duke Law School and the UNC School of Pharmacy as well as a presenter at the corporate headquarters of SAS and Lowes Home Improvement.
- Eric serves as a directional elder at the Summit Church in Durham, NC and a board member of the NC Study Center at UNC.
- He loves to travel with Allison, play soccer with his sons, and tinker on the piano and guitar.
- Eating good food with good friends is Eric’s primary love language. If you have or need a restaurant recommendation in the RDU area, please give him a call.
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About Allworth
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