Elias specializes in working with individuals and families to implement financial plans designed to achieve their personal and financial goals.
Joined Lido: 2022
Homebase: New York City
Professional Focus: Elias focuses on putting the client first, tailoring their financial plans to their needs and ensuring that they achieve their personal and financial goals.
Professional Designations: CERTIFIED FINANCIAL PLANNER™
Education: B.A., Finance, B.A., Management Information Systems, Boston University
Previous Work Highlights: Was a financial advisor at Altfest Personal Wealth Management, where he became a CERTIFIED FINANCIAL PLANNER™.
Personal Facts: Elias resides in New York City and enjoys exercising, traveling, and spending time with family and friends, especially his two nephews.
