Elissa Wurf
Client Advisor at CW Advisors
- Role
- Client Advisor at Cw Advisors
- Location
- Bethlehem, PA, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
About Elissa Wurf
Client Advisor currently focused on strategic tax, retirement, and estate planning for…
Experience
Client Advisor
Aug 2024 — Present · Bethlehem, PA, US
Education
Bryant University
Certificate, Financial Planning
2016 — 2019
University of Michigan
Doctor of Philosophy (Ph.D.), Psychology
UCLA
BA, Psychology
Muhlenberg College
Post-Baccalaureate Certificate, Accounting
2006 — 2008
Stanford University
Post-doctoral studies, Personality & Psychopathology
Skills
- Quickbooks
- Tax
- Financial Planning
- Prosystem Fx Tax
- Lacerte
- Personal Tax Planning
- Tax Preparation
- High Net Worth Individuals
- Proseries
- Holistic Financial Planning
- Retirement Planning
- Tax Research
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