Daniel Elie is a proud member of the following societies, and adheres to their standards of professional excellence and integrity:
Commitment to Continued Education
Certified Financial Planner Board of Standards: The Certified Financial Planner Board of Standards is a professional regulatory organization. It fosters professional standards in personal financial planning so that the public values, has access to and benefits from competent financial planning. Individuals who meet rigorous certification requirements are certified by CFP Board to use its certification trademark. Daniel Elie is a CERTIFIED FINANCIAL PLANNER® Practitioner.
Commitment to Professionalism
Financial Planning Association (FPA): Daniel Elie is member of the Financial Planning Association (FPA), a membership organization for the financial planning community. Members include individuals and companies who are committed to championing the financial planning process. FPA members are dedicated to supporting the financial planning process in order to help people achieve their goals and dreams. The FPA believes that everyone needs objective advice to make smart financial decisions and that when seeking the advice of a financial planner, the planner should be a CFP® certificant.
National Association of Personal Financial Advisors (NAPFA): Daniel Elie is also a member of The national Association of Financial Advisors. Professionals who become NAPFA-Registered Financial Advisors are committed to the three primary ideals of NAPFA: The belief that clients are best served by a comprehensive approach to financial planning, that the highest levels of competency must be achieved and maintained and that Fee-Only compensation and a fiduciary relationship are vital to placing the interests of the client above all others.
Commitment to helping people from all walks of life
The Garrett Planning Network, Inc. (GPN): Daniel Elie is a GPN Member. The Garrett Planning Network, Inc. (GPN) is a nationwide network of professional, Fee-Only financial advisors. GPN members are dedicated to providing competent, unbiased financial advice to people from all walks of life, on an hourly as-needed basis. As staunch consumer advocates and Fee-Only client fiduciaries, GPN Members continue to demonstrate their commitment to serving the public's best interests by making competent, Fee-Only financial advice accessible to all people. Many financial advisors accept clients only if they meet certain income and net worth requirements. GPN members believe, however, that professional, unbiased financial advice is something all Americans need, at least periodically, to build the brightest financial futures. Holding to this philosophy, GPN members offer the same quality, professional advice to all clients, not just the affluent.
Useful Forms:
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To access this form please click on the link above and open the file .This form is electronically fillable.
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To access this form please click on the link above and open the file. This form is electronically fillable.
