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.

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.

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