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Elliot leads the Wealth Management team at KB Financial. With over 10 years of experience as a Financial Advisor, his experience lies in financial planning and wealth management with a focus on estate planning, risk management, and alternative investments.

Prior to joining KB Financial, Elliot worked as a Financial Consultant at AXA where he was promoted to Regional Vice President in 2015. Elliot additionally co-founded Gideon Strategic Partners, a boutique financial planning and wealth management firm in Santa Monica, CA.

Elliot graduated from Union College and holds an MBA from the H. Wayne Huizenga School of Business and Entrepreneurship at Nova Southeastern University. He received the Retirement Planning Specialist Certificate from the University of Pennsylvania’s Wharton School of Executive Education and maintains the FINRA Series 7, 24, 63, and 65 securities registrations; as well as Life, Accident, and Health Insurance licenses (CA insurance license #0I34927).

Outside of the office, Elliot enjoys spending time with family and friends as well as music, travel, and sports.

Securities offered through M Holdings Securities, Inc. A registered Broker/Dealer, Member FINRA/SIPC.  Investment advice offered through OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital.

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Princeton, NJ

300 Carnegie Center Drive, Suite 240
Princeton, NJ  08540
Phone: (609) 924-7250
Fax: (609) 514-4725


    KB Financial Companies is a close-knit team of diversified professionals dedicated to helping you reach your goals. Many of our senior personnel have over 25 years of experience. This extensive experience, combined with our integrated approach, increases our ability to add significant value to high net worth families, entrepreneurs and key stakeholders.

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