After his combined military service and over 22 years’ experience in the finance industry, Eric Copeland knows the most important part of success is humility. “It is as important to understand your advisor as it is for the advisor to understand you,” he says. “I am grateful to be part of Anchor Private Planning and privileged to collaborate with wonderful people.
Eric wants to encourage clients to consider how time may influence their financial habits and decisions. Some folks, he observes, never learn it’s fine to spend money, while others never learn to save enough money. Most stand in the middle and wonder: “What is enough?” But, regardless of where they stand, time passes.
Eric uses the perspective gained from his experiences to steer clients in their financial planning even through the most difficult, unexpected times. “As a financial advisor, I sought counsel from many people—my grandparents, my professors, my parents, market analysts, portfolio managers, mutual and hedge fund managers, asset allocation experts—to learn about investing and the time value of money. But the dotcom recession and financial crisis early in the century taught me that probability and averages do not always coincide with important life events.”
As a CERTIFIED FINANCIAL PLANNER™, Eric has learned that everything pales in comparison to listening to his clients’ personal values and life goals. Identify what is essential for your mission, and he will help you plan for it.
J. Eric Copeland, CFP®
Private Wealth Advisor