Eric Freeman is a Financial Advisor with CUSO Financial Services and has been in the Financial Services industry since 2007. Eric joined United Federal Credit Union as a member of the United Investment Planning team in 2014 and is licensed in the state of North Carolina. He currently holds the Chartered Retirement Planning Counselor (CRPC) designation and specializes in planning for members’ retirement needs. Prior to joining United Investment Planning, Eric served clients through Merrill Lynch and Bank of America.
Eric’s passion is to help members achieve their dreams by working together to create a solid financial plan. Eric helps members to identify their goals, timeframes, risk tolerance and their feelings toward investing, and then helps to craft a financial and investment strategy to achieve those goals. Whether big or small, short-term or long-term, Eric focuses on helping you achieve what’s most important to you.
A foundation of faith and attitude of service have shaped Eric’s life, who now lives with his wife Emily in Fairview, NC with their two sons, Caleb and Adam. His hobbies include hiking with his boys, music (especially drumming), and travel. Most of all, Eric enjoys spending time with his family.