Eric Stutzman, CFP®, AEP®
Eric Stutzman, a CERTIFIED FINANCIAL PLANNER™ professional, is a Wealth Advisor and partner of Selkirk Wealth Advisors LLC. He specializes in wealth management, specifically retirement and estate planning with an added focus on multi-generational wealth transfer strategies.
Eric works with clients at every step of the firm’s planning process, from the data-gathering phase through plan delivery and ongoing implementation. He has over 15 years of experience in wealth management, where his career has focused on serving the needs of successful individuals, families, and foundations. Eric works closely with clients to help manage their wealth responsibly, grow it tax-efficiently, and maintain it for years to come so that it fulfills the lifestyle they want to lead.
Areas of Focus & Credentials
- Comprehensive Wealth Management & Custom Portfolio Design
- Multi-Generational Wealth Transfer & Estate Planning Coordination
- Tax-Efficient Retirement Distribution Strategies
- Fiduciary Advisory for Business Owners, Families, and Endowments
Eric earned a Bachelor of Science from the University of Puget Sound. In addition to being a CERTIFIED FINANCIAL PLANNER™ professional, he is an active member of the Financial Planning Association, the Spokane Estate Planning Council, and the Inland Northwest Planned Giving Council.
Eric and his wife, Susanna, have 3 children and live in Spokane, Washington. Outside of the office, Eric enjoys the outdoor lifestyle of the Inland Northwest and spending time with his family.
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