Elaine M. Potash, CFP^®

ChFC^®

Financial Advisor

Potash Financial

31 Brookside Dr
Greenwich, CT 06830

(203) 661-0610

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Independent Financial Planner

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

General

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

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
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

FINRA BrokerCheck

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