Esther has worked in the Investment Management and Financial Planning arena for 29 years. Her career has included roles in investment operations, investment planning and relationship management. Esther’s passion is helping clients clarify their financial goals and then implementing a plan to achieve those goals. Esther graduated from the University of North Carolina at Greensboro, where she earned a Bachelor of Science in Business Administration. Prior to joining Cornerstone Wealth Planning, she served clients at Sterling Capital Management and Ronald Blue & Co. Esther is a member of Central Church in Charlotte, NC, where she and her husband, Alan, are involved in a Life Group.


Esther Bodman
Advisor Support – Investment Specialist & Client Service
Cornerstone Wealth Planning
United States, North Carolina, Charlotte
About Me
Profile Information
Advisor Support – Investment Specialist & Client Service
Cornerstone Wealth Planning
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Charlotte
North Carolina
United States
Aug 30, 2025
Work Experience
Cornerstone Wealth Planning
Advisor Support – Investment Specialist & Client Service Present
Email: ebodman@cornerstone4planning.com
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