1st lesson free
Elliot's profile and their contact details have been verified by our experts
Elliot
- Rate $84
- Response 1h
-
Students1
Number of students Elliot has accompanied since arriving at Superprof
Number of students Elliot has accompanied since arriving at Superprof
$84/hr
Contact
1st lesson free
Patient, Fully Licensed Financial Advisor with Series 7 and 66 Experience Teaching Retirement Planning Fundamentals
Lesson location
- online
About Elliot
I’m a fully licensed financial professional with Series 7 and Series 66 credentials and experience at Fidelity Investments and Edelman Financial Engines. My background includes working in fiduciary-focused advisory environments supporting individuals through retirement-related decisions. I enjoy helping people understand retirement planning concepts in a patient, structured, and responsible way, especially those who feel overwhelmed or unsure where to start.
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About the lesson
- All Levels
- English
All languages in which the lesson is available :
English
My retirement planning lessons are designed for beginners and pre-retirees who want to understand their options clearly without pressure or product sales. Sessions focus on core concepts such as retirement accounts, contribution strategies, income planning basics, Social Security fundamentals, and risk awareness. Lessons are educational in nature and tailored to your stage of life, goals, and comfort level, using clear explanations and real-world examples to build long-term confidence. ***Lessons are educational only and do not include personalized investment advice or recommendations.
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Recommendations
Recommendations come from relatives, friends and acquaintances of the teacher
1
Passionate, genuine, trusted, thoughtful and goes the extra mile to ensure you’re taken care of.
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Rates
Rate
- $84
Pack prices
- 5h: $419
- 10h: $838
online
- $84/h
free lessons
The first lesson with Elliot will allow you to get to know each other and discuss your needs for future lessons.
- 30mins
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