Erin O'Connor-Bell

Associate Planner

Erin is an Associate Planner at Facet and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with over 15 years of experience in financial services. Prior to joining Facet, Erin gained extensive experience within the private wealth management and institutional investment management sectors before returning to school to obtain a Master’s degree with a concentration in Family Financial Planning and Counseling.

Erin is passionate about using her knowledge and experience to help people attain their financial goals. She works with each client to understand their unique ambitions and challenges. Ultimately, it is this collaborative effort that helps create a path toward financial wellness and empowerment.

In her free time, Erin enjoys spending time with her family, rowing, yoga, and photography.

Education: University of Alabama (MS)

"The most difficult thing is the decision to act. The rest is merely tenacity." - Amelia Earhart

Follow Erin

Get to know Erin

Adorable, smart, kind, and funny. She has grown up quite a bit since this was taken, but it is still one of my favorite pictures.

Since moving to Florida we have become regulars at Disney World. This picture is from Hollywood Studios.

My sweet family at our happy place, Siesta Key.

These two are recent additions to our family, and occasionally keep me company in the office.

Where's your favorite place in the world?

I love to travel. My favorite place is probably Switzerland, but Kauai is a close second.

What's the coolest thing you're working on right now?

A genealogy book to share with my family so that none of us will forget where we came from, nor where we are going.

What is your favorite family tradition?

Anonymous acts of kindness.

What's the best meal you've ever had?

It was a beef stew with freshly baked bread and unlabeled wine in an old bistro at the end of an alley in Paris.

What will I learn on this call?

It’s hard for anyone to look at a website and say “yes, this is for me, please help me with my money”.  Finances are deeply personal, and talking to someone who can listen and determine what will help you the most is just one simple and confidential call away.  In 15 minutes or less you will have a better understanding of what’s available to you and if you are a good fit for Facet.
If it’s clear we can help, and you want to learn more about working with Facet, then we will share what the service will cost based on the complexity of your finances.