Lisa Elkins
Financial Planner | Advisor at Belpointe Wealth Management LLC
- Role
- Financial Planner Advisor at Belpointe Asset Management
- Location
- Greenwich, CT, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Lisa Elkins
As a Financial Planner/Advisor, my goal is to help families find the balance between…
Experience
Financial Planner Advisor
Jan 2015 — Present
Education
Kaplan University
Certificate Program for CFP® Certification
Georgetown University
BSFS
Skills
- Financial Planning
- Education Funding
- Retirement Planning
- Investment Advice
- Debt Management
- Estate Planning
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.