Swarn Chatterjee

Swarn Chatterjee is the Bluerock Professor of Financial Planning and Department Head at the University of Georgia, affiliated with the College of Family and Consumer Sciences and the Financial Planning, Housing and Consumer Economics department. His research bridges behavioral economics, financial well-being, and household finance, with a focus on geographic disparities and FinTech applications.

• Education:
  • Ph.D. in Consumer Economics (Specialization: Personal Financial Planning) - Texas Tech University (2007)
  • MBA in Finance - Texas Tech University
  • Postbaccalaureate Certificate in GIS - Pennsylvania State University

Research Interests: Chatterjee examines behavioral financial planning, the interplay between health and financial well-being, and the role of design thinking in improving financial planning efficiency. His current projects address financial advice deserts, FinTech adoption, and pandemic-related financial stress.

Article Trends: Recent publications analyze digital financial literacy, mortgage delinquency, retirement preparedness, and fintech adoption. Themes include behavioral economics, financial vulnerability during crises, and cross-national comparative studies.

• Scientific Awards:
  • Outstanding Reviewer, Journal of Financial Counseling and Planning (2024)
  • Best Paper Reviewer, Financial Planning Review, CFP Board (2024)
  • AFS Best Paper Award (2024)
  • Honorary Faculty Member, Phi Upsilon Omicron (2023)
  • APLU BOHS Leadership Fellow (2022)
  • Early Career Faculty Research Award (2016)

Advising and Editorial Roles: Chatterjee has mentored Ph.D. student Zongze Li and served as Associate Editor for multiple journals, including the Journal of Financial Counseling and Planning and Financial Services Review since 2017.