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Wealth Planner

Erin Champlin

Erin has been energized by personal finance since she was young. She imagined everyone felt the same way, but came to understand that many people feel uncertainty, fear, and pressure around money. That’s why today, she finds joy walking alongside clients of all different life stages, helping them navigate their finances with their goals in mind. Erin is involved in the local Financial Planning Association chapter and attended Indiana Wesleyan University.

Whenever she isn’t at the office, Erin lives a healthy lifestyle. She also enjoys traveling, hanging out with her family and friends, and serving at church.

Credentials & Specializations:

  • CFP® – CERTIFIED FINANCIAL PLANNER®
  • Series 7 & 66 license
  • Texas Life and Health Insurance License
  • Provides thoughtful, coordinated support for multi-generational families, meeting each generation where they are and helping them navigate life’s transitions

Disclosures: Raymond James is not affiliated with any organizations mentioned.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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Links to external content or websites, if provided, are for informational purposes only. Raymond James is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website users and/or members.

Securities offered through Raymond James Financial Services, Inc. member FINRA/SIPC, marketed as Cadent Capital, LLC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Cadent Capital, LLC is seperately owned and operated and not indepedently registered as a broker-dealer or investment adviser.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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