Wealth Planner - Irving, TX
Erin Champlin, CFP®
Erin joined the Cadent team already having a broad range of financial experience, and she is eager to help our clients build a clear and well-defined path to the futures they desire. Whether someone is just starting with us or needs help adjusting their plans as life inevitably changes, she is here to make the entire process easy, enjoyable, and successful.
One Piece of Advice
“It’s okay to start small when it comes to investing in your future. Making the right decisions today can lead to big gains in the future—it’s all about having the right strategy.”
Why I Pursued a Career in Financial Planning
Erin’s interest in finance began at the young age of 15. Saving and budgeting with her small restaurant server income became one of her ideas of fun, and this eventually led her to pursue a career in financial planning. She understands firsthand what it feels like to be a beginner when it comes to wealth management, and her experience and empathy make it much easier for our clients to start their journey towards a secure and rewarding future.
My Career & Credentials
While she was in school, Erin interned at a bank, a financial advising firm, and a financial institute that focused on teaching her peers about faith-based financial principles. These three jobs gave her a lot of exposure to the career and prepared her well for her role in wealth management. They also affirmed that she has a true passion for working in finance and serving others. She passed her Series licensing exams, Texas Life and Health Insurance exam, and her Certified Financial Planner exam. She has also enjoyed getting involved in the local Financial Planning Association chapter.
Life Away from the Office
Erin is originally from Manhattan, IL, a suburb located an hour outside of Chicago. She and one of her siblings are currently based in Dallas. She loves exploring the city and surrounding areas, trying new restaurants, and immersing herself in the Texas lifestyle. With faith being a priority in her life, Erin is currently a member at Watermark Community Church where she loves to serve and has found great community. While attending Indiana Wesleyan University, she was a pole vaulter on the track team, and while she doesn’t have to go to track or gymnastics practice or compete in meets anymore, health and fitness continue to be a priority for her.
Raymond James is not affiliated with any organizations mentioned.
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.