Swarn Chatterjee

Ph.D., MBA

Elwood & Goetz Wealth Advisory Group, LLC

Investment Planning Specialist

Swarn Chatterjee

Ph.D., MBA

Elwood & Goetz Wealth Advisory Group, LLC

Investment Planning Specialist

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Swarn Chatterjee, Ph.D., MBA


Let’s build the future that matters most to you. Serving clients locally and across the country.

Meet Swarn Chatterjee

Swarn Chatterjee holds a Certificate in Nonprofit Financial Management from Harvard University, an MBA in finance, and Ph.D. with a specialization in Personal Financial Planning from Texas Tech University. Swarn received his Bachelor of Science degree in Electronic Engineering from India.

Swarn’s passions revolve around investment planning and developing investment strategies for individuals/families and nonprofit corporations to maximize the probability of reaching their goals. As a professor of financial planning, Swarn also teaches the investment planning and portfolio management courses at The University of Georgia. He also has extensive corporate sector experience having previously worked at Coca-Cola and Olympus Corporation.

Swarn’s publication record includes over 50 articles in top scholarly journals in the financial planning field, such as Financial Services Review, Journal of Financial Counseling and Planning, Journal of Real Estate Research, Journal of Financial Service Professionals, Journal of Economics and Finance, and Journal of Personal Finance. He has also presented his research at several prominent international and national conferences sponsored by the Academy of Financial Services, American Real Estate and Urban Economics Association, and Financial Management Association.

Education + Credentials

Texas Tech University

Doctor of Philosophy - Personal Financial Planning

Harvard University

Certificate - Nonprofit Financial Management

NAPFA Associate

Activities. Affiliations. Accolades.

Early Career Faculty Research Award, UGA College of FACS

Mid-Career Fellow Award, American Council on Consumer Interests

Board Member, Academy of Financial Services

Associate Editor, Journal of Financial Counseling and Planning

Swarn Chatterjee is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Contact Swarn Chatterjee

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Office Locations:

  • 687 S Milledge Ave
    Athens, GA 30605

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