Elaine M. Potash,  CFP<sup>&reg;</sup> - Financial Advisor

Elaine M. Potash, CFP®


Financial Advisor

Potash Financial

31 Brookside Dr
Greenwich, CT 06830
(203) 661-0610


Elaine Potash is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Potash Financial in Greenwich, CT and the surrounding communities.

Financial Advisor Overview

I am a comprehensive Financial Planner with a Independent Broker/Dealer which allows me to provide a full array of services and products to clients based solely on their individual needs. I have been in practise for over 20 years guiding my clients through all life stages in various market conditions.


Financial Advisor Experience

My practise is highly personalized and individualized. I help my clients gain control of their financial lives and prioritize their financial needs. We develop options and strategies to help manage life's transitional events in a proactive versus reactive manner. Through our trusted partnership, my clients gain a clear and compelling vision of their financial future.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance: CT,NY,NJ
  • Health/disability insurance: CT,NY,NJ
  • Fixed annuities: CT,NY,NJ,CA,
  • Variable annuities: CT,NY,NJ,CA,

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Buying a Home, Career Change, Asset Allocation, Investment Management, Estate Planning, Limited Partnerships, Getting Divorced, Mutual Funds, Getting Married, Real Estate, Insurance, Retirement, Stocks & Bonds, Tangible Assets, Long-term Care, Starting a Family, Sudden Wealth, Women's Finances


Helpful Financial Planning Resources