Straightforward advice
to help money make sense

Erik Selness, CFP®, CPFA

Director of Financial planning, DWA
Financial Advisor, RJFS

e.selness@dogwoodwa.com

Erik focuses on providing comprehensive financial and investment planning for his clients through a customized approach tailored to meet the unique goals and circumstances of each individual client and their family. He also acts as advisor to corporate retirement plans and specializes in 401k and Cash Balance Defined Benefit plans.

His professional designations include the Certified Financial Planner™ (CFP®) certification and the Certified Plan Fiduciary Advisor (CPFA) designation.

Throughout his career Erik's goal as a financial advisor has been to be a knowledgeable and trusted resource for his clients, providing straightforward advice and achieving results in today's complex financial world. As a CFP® practitioner, Erik's process is centered on bringing a comprehensive approach to his client's financial strategy providing solutions in the areas of investment management, asset preservation, asset allocation, retirement planning, education planning, income strategies, estate and legacy planning.

Erik has 13 years of experience as a Financial Advisor, beginning his career at Morgan Stanley and then Wells Fargo Advisors before joining Dogwood Wealth Advisors in 2015. He has a Bachelor's degree in History from Tulane University.

Originally from Seattle, Washington, Erik lives in the Morningside neighborhood of Atlanta with his wife Brianna, daughters Madeline and Jules, and two dogs, Dante and Dolce. Erik and his family enjoy the outdoors and exploring the natural beauty of Georgia and North Carolina and he is a member of the Friends of Georgia State Parks and the Piedmont Park Conservancy. He is also a yearly supporter of several animal welfare organizations including the ASPCA, Atlanta Humane Society, and the Elephant Sanctuary. His favorite leisure activities include spending time with his family and friends, hiking, golfing, biking and cooking Italian cuisine.

 

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

We can only be said to be alive in those moments our hearts are
conscious of our treasures.

― Thornton Wilder ―

 

Atlanta

1100 Peachtree Street, Suite 325 // Atlanta, GA 30309 // Phone: 404.500.0155 // Toll-Free: 844.977.6937 // Fax: 404.500.0158 // Map and Directions

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Savannah

10 Chatham Center South Drive, Suite 400 // Savannah, GA 31405 // Phone: 912.200.5232 // Toll-Free: 844.977.6937 // Fax: 404.400.0158 // Map and Directions