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Certified Financial Planner™

Branch Manager

ERIN@PINNACLEWEALTHNC.COM

 

With the founding of Pinnacle Wealth Partners, Erin Cockman is living out her core values: building relationships, being a lifelong learner and positively impacting her clients through all of life’s transitions.

“I love to get to know my clients … where they are in life, their interests, their families, their goals,” says Erin. As a strategic thinker, Erin helps clients identify upcoming life transitions and effectively navigate the unique financial challenges they may pose.

“By highlighting and focusing on my clients’ life passages, I am able to help them plan ahead and avoid impulsive, reactionary or emotional decision making with their finances,” Erin explains. This highly personalized approach builds trust, confidence and understanding, which in turn has helped Erin develop long-lasting relationships with her clients. Whether it’s helping someone move toward retirement, approach a marriage or divorce, navigate a career change, address aging parents or manage other major life events, each situation presents a challenge and an opportunity to make smart, pragmatic financial decisions.

“During those times, it is critical to make informed financial decisions, some of which are irreversible,” Erin says. “I’m here to partner with my clients, helping them make the best possible choices and enjoy peace of mind.”


Erin grew up in Florida and attended Wake Forest University where she met her future husband, Rob. Who could have known that a pick-up basketball game would lead to marrying the love of her life. They enjoy traveling and have many places on their bucket list. They have four children: two boys and two girls (all of whom play basketball). When she’s not working, Erin enjoys being outdoors, playing sports, visiting art festivals, reading and doing puzzles.

CREDENTIALS

  • CERTIFIED FINANCIAL PLANNERTM Professional (see Why Work with a CERTIFIED FINANCIAL PLANNERTM)
  • Licensed Investment Advisor (Securities Licenses 7, 9, 10, 63 and 65)
  • Licensed in Life, Health and Long-term Care Insurance

EDUCATION

  • Master of Business Administration, Elon University, Martha & Spencer Love School of Business
  • Bachelor of Science in Economics (with honors), Wake Forest University

SERVING THE COMMUNITY

  • Women’s Resource Center of Alamance County, Board of Directors
  • The Hospice of AlamanceCaswell Foundation, Board of Directors
  • Alamance County Chamber of Commerce, 2018 Board of Directors
  • Women United Steering Committee, United Way of Alamance County
  • Children’s Museum of Alamance County, past Board of Directors

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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.

WHY WORK WITH A CFP®

In life, it’s important to find a financial planner you trust to provide sound, unbiased advice and professional services. Being CFP® certified means someone has voluntarily taken the extra steps needed to provide the highest possible standard of financial planning to those they serve. To become a CERTIFIED FINANCIAL PLANNER™ professional one must pass the comprehensive CFP® Certification Exam, have a minimum of three years’ professional experience in financial planning process and must be approved by the CFP Board, which involves an extensive background check – including an ethics, character and criminal check. To maintain certification, CFP® license holders must complete 30 hours of continuing education accepted by the CFP Board every two years.

How does working with a CFP® certified advisor benefit you? CERTIFIED FINANCIAL PLANNER™ professionals are held to the utmost standards of ethics and professional responsibility, which prepares them for a career-long commitment to provide truly personalized services to meet your needs; all while maintaining high levels of financial planning and professionalism. CFP® professionals maintain their professional edge through ongoing education and training in addition to the rigorous requirements to represent a high level of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when working with you.