An Accredited Investment Fiduciary (AIF®) is dedicated to maintaining the highest standards of trust, transparency, and accountability in investment management. Elana’s AIF® designation reflects her commitment to acting in her clients’ best interests, adhering to a strict fiduciary duty. As a financial advisor, Chartered Retirement Planning Counselor (CRPC®) and Certified Divorce Financial Analyst (CDFA®), she combines her expertise to guide clients through complex financial transitions, such as divorce, retirement and overall wealth management. By working with Elana, clients can feel confident that their goals are prioritized every step of the way.
Schedule a consultation now