Daniel Elie is a Wealth Advisor and Financial Planning expert since 1993. His professional expertise includes working with high-net-worth families, business owners and professionals. He obtained his Certified Financial Planner (CFP) designation in 1996 and holds a Master of Laws (LLM) and a master’s in business administration (MBA).
As a Wealth Advisor at EAWMCB, Daniel guides his clients through an eight-step interactive Advocacy Management Process™ created to make finances more personal and less intimidating. This process integrates investment management, estate planning and asset protection with a coordinated focus on tax efficiency. He engages his clients in the planning process as active participants, educating them throughout so that they are more confident about the outcomes and impacts of their decisions based on the plan and road map they have jointly created.
Daniel was a trilingual instructor, teaching Series 6, 7, 63, 65, 66 securities licenses and Life/Health/Variable Annuities classes. Daniel is fluent in three languages: English, French and Spanish.
He is located in our Miami Florida office.
Check the background of this financial professional on FINRA’s BrokerCheck.
Please Note: EisnerAmper Wealth Management & Corporate Benefits, LLC and its employees do not serve in the capacity of an attorney or accountant. EisnerAmper Wealth Management does not prepare estate planning documents or tax returns.
Securities offered through APW Capital, Inc., Member FINRA/SIPC
100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800) 637-3211.
Advisory and financial planning services offered through EisnerAmper Wealth Management & Corporate Benefits, LLC.
EisnerAmper Wealth Management & Corporate Benefits, LLC and APW Capital, Inc. are unaffiliated.