Daniel Elie, Wealth Advisor and Financial Planning expert with over 20 years of professional experience.

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.

Degrees & licensing

  • LLM – Master of Laws
  • MBA
  • Certified Financial Planner™ (CFP®)
  • Life Insurance
  • Health Insurance

Areas of Specialization

  • Wealth/Financial Planning
  • Retirement Plans
  • Estate Planning

Professional Activities

  • Financial Planning Association (FPA)
  • Member NAPFA
  • GPN

Fluent Languages

  • English
  • Spanish
  • French