Elliot leads the Wealth Management team at KB Financial. With over 10 years of experience as a Financial Advisor, his expertise 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 licenses; as well as Life, Accident, and Health Insurance licenses.
Outside of the office, Elliot enjoys spending time with family and friends as well as music, travel, and sports.