Daniel  Elie,  CFP<sup>&reg;</sup> - Financial Advisor

Daniel Elie, CFP®

LLM, MBA

Wealth Advisor

EisnerAmper Wealth Management & Corporate Benefits

1001 Brickell Bay Dr. #1400
Miami, FL 33131
FINANCIAL ADVISOR'S WEBSITE
(786) 866-3599

General

Daniel Elie is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at EisnerAmper Wealth Management & Corporate Benefits in Miami, FL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Master of Laws (LLM) and MBA

Insurance Licenses

  • Life insurance: FL
  • Health/disability insurance: FL
  • Fixed annuities: FL
  • Variable annuities: FL

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Getting Divorced, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Personal Taxes

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