Elissa Wurf
Client Advisor @Cw Advisors
Bethlehem, PA, US
EMAILS
MOBILE NUMBERS
+91 *********19
Signup · Get unlimited contacts
WORK HISTORY
Aug 2024 — Present
Client Advisor @Cw Advisors
View department →
Bethlehem, PA, US
EDUCATION
2016 — 2019
Bryant University
Certificate, Financial Planning
N/A
University of Michigan
Doctor of Philosophy (Ph.D.), Psychology
N/A
UCLA
BA, Psychology
2006 — 2008
Muhlenberg College
Post-Baccalaureate Certificate, Accounting
N/A
Stanford University
Post-doctoral studies, Personality & Psychopathology
SKILLS
QuickbooksTaxFinancial PlanningProsystem Fx TaxLacertePersonal Tax PlanningTax PreparationHigh Net Worth IndividualsProseriesHolistic Financial PlanningRetirement PlanningTax Research
ABOUT ELISSA WURF
Client Advisor currently focused on strategic tax, retirement, and estate planning for…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.