Eli provides holistic wealth management services that address the full spectrum of her clients’ financial concerns, including investments, life insurance, family finances, long-term care planning, retirement and estate planning.
Eli has over 24 years of industry experience. Working closely with each client, she uses sophisticated analytical tools and a wide range of investment and insurance products to develop a strategic financial plan that puts her clients’ needs first. With the plan in place, Eli monitors its performance on an ongoing basis, and makes any adjustments as needed.
Eli holds the Chartered Retirement Planning Counselor (CRPC) and the Certification for Long Term Care (CLTC) designations, that indicate her retirement experience and knowledge of longterm care planning. Eli was chosen as a Five Star Wealth Manager in 2017, 2018, and 2019.* She received her Bachelor of Arts degree from the State University of New York at Binghamton.
Eli is an Animal Sanctuary volunteer and has been an Energy Medicine Practitioner at the Hebrew Health Care Hospital/ Long-term Care Facility in West Hartford.
Chartered Retirement Planning Counselor (CRPC) conferred by College for Financial Planning.
Eli’s FINRA registrations held with LPL Financial:
SERIES 7, 63, 65, LIFE & HEALTH
* The award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2017, 2018, and 2019 Five Star Wealth Managers.