Elena Samofalova
Retirement Planner (CRPC®) | Investment Advisor | Portfolio Manager. One place for your retirement planning, investments, and big decisions on Social Security, Medicare, 401(k)/403(b), IRAs/Roth, HSAs, and rollovers.
- Role
- CEO, 401(K) Plan Advisor at Palm Beach Private Wealth Management
- Location
- Boca Raton, FL, US
- LinkedIn followers
- 500 followers
About Elena Samofalova
Most business owners and high-income professionals are overpaying in taxes and not…
Experience
CEO, 401(K) Plan Advisor
Palm Beach Private Wealth Management
Dec 2021 — Present · Fort Lauderdale, FL, US
As a Qualified Retirement Plan Advisor, I oversee the design, analysis, and strategic implementation of qualified retirement plans for small businesses and high-income professionals. My work focuses on helping owners structure plans that maximize their benefits, support key employees, and remain compliant with fiduciary and regulatory standards.In this role, I am responsible for:• Evaluating existing retirement plans for efficiency, cost structure, design effectiveness, and fiduciary exposure • Developing customized plan designs, including SEP, SIMPLE, 401(k), profit sharing, and cash balance arrangements • Creating contribution strategies that balance tax planning, owner objectives, and employee fairness • Coordinating directly with CPAs, attorneys, and third-party administrators to align plan design with tax and compensation strategy • Providing clear guidance to business owners and executives to help them understand options and make informed decisions • Overseeing ongoing plan management, investment oversight, and participant education I also assist individual clients with IRA and Roth IRA planning, rollovers, and portfolio alignment within the context of their broader retirement strategy.My focus is always on simplicity, compliance, and delivering strategies that help clients reduce taxes, increase retirement schedule a brief Zoom Discovery Call! https://palmbeachpwm.com/scheduler/
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