CoverProfile

Esther Bodman

Advisor Support – Investment Specialist & Client Service

Cornerstone Wealth Planning

United States, North Carolina, Charlotte

About Me

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.

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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