Alden Shmerling, CFP®, CPWA®, CDFA®
Financial Planning Coordinator at Elwood & Goetz Wealth Advisory Group- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Athens, Georgia, United States, GE
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Credentials
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Certified Private Wealth Advisor®
Investments & Wealth InstituteMar, 2020- Nov, 2024 -
CERTIFIED FINANCIAL PLANNER™
CFP BoardOct, 2012- Nov, 2024 -
CDFA®
Institute for Divorce Financial Analysts™
Experience
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Elwood & Goetz Wealth Advisory Group
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United States
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Financial Services
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1 - 100 Employee
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Financial Planning Coordinator
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Jul 2010 - Present
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Education
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2006 - 2010
The University of Georgia
Bachelors, Family Financial Planning
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