Alden Shmerling, CFP®, CPWA®, CDFA®
Partner & Chief Planning Strategist

Alden Shmerling, CFP®, CPWA®, CDFA®

Alden oversees the development and implementation of financial plans. She is passionate about working directly with clients to understand their goals and ensure the planning accurately reflects their unique financial pictures.

Alden grew up in Virginia but made the easy decision to stay in Athens and work for Elwood & Goetz after graduating from the University of Georgia in 2010. Alden formerly served in leadership positions on the UGA Financial Planning Alumni board and for the Junior League of Athens.

Outside of the office, you’ll find her cooking her way through Cooks Illustrated magazines, trying new restaurants in Athens and Atlanta (to see how her cooking compares), and checking places off her travel “to-visit” list.

Education + Credentials
University of Georgia
Bachelor of Science - Family Financial Planning
CERTIFIED FINANCIAL PLANNER™ Professional, Certified Private Wealth Advisor®, Certified Divorce Financial Analyst®, NAPFA-Registered Financial Advisor
Activities. Affiliations. Accolades.
National Association of Personal Financial Advisors, Member
UGA Financial Planning Advisory Board, Former President
Junior League of Athens, Former Board Member
(706) 548-1025