1^st lesson free

Elliot

5 (1 review)

Rate $71
Response 1h
Students
Number of students Elliot has accompanied since arriving at Superprof
1
Number of students Elliot has accompanied since arriving at Superprof

5 (1 review)

$71/h

1^st lesson free

Patient, Fully Licensed Financial Advisor with Series 7 and 66 Experience Teaching Retirement Planning Fundamentals

Lesson location

- online

About Elliot

I’m a fully licensed financial professional with Series 7 and Series 66 credentials and experience at Fidelity Investments and Edelman Financial Engines. My background includes working in fiduciary-focused advisory environments supporting individuals through retirement-related decisions. I enjoy helping people understand retirement planning concepts in a patient, structured, and responsible way, especially those who feel overwhelmed or unsure where to start.

About the lesson

My retirement planning lessons are designed for beginners and pre-retirees who want to understand their options clearly without pressure or product sales. Sessions focus on core concepts such as retirement accounts, contribution strategies, income planning basics, Social Security fundamentals, and risk awareness. Lessons are educational in nature and tailored to your stage of life, goals, and comfort level, using clear explanations and real-world examples to build long-term confidence. ***Lessons are educational only and do not include personalized investment advice or recommendations.

Recommendations

Recommendations come from relatives, friends and acquaintances of the tutor.

A

Austin

Passionate, genuine, trusted, thoughtful and goes the extra mile to ensure you’re taken care of.
Read more

A
Austin
Passionate, genuine, trusted, thoughtful and goes the extra mile to ensure you’re taken care of.
View more recommendations

Rates

Rate

Pack rates

5 h: $354
10 h: $708

free lessons

This first lesson offered with Elliot will allow you to get to know each other and clearly specify your needs for your next lessons.

30min

online

$71/h

Patient, Fully Licensed Financial Advisor with Series 7 and 66 Experience Teaching Retirement Planning Fundamentals

Lesson location

About Elliot

About the lesson

Recommendations

Rates

Rate

Pack rates

free lessons

online

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Patient, Fully Licensed Financial Advisor with Series 7 and 66 Experience Teaching Retirement Planning Fundamentals

Lesson location

About Elliot

About the lesson

Recommendations

Rates

Rate

Pack rates

free lessons

online

Other tutors in

Fuad

Ryan

Bernard-Alexandre

Alireza

Hamid

Ethan

Divya

Nihit

Émilie

Dhirenkumar

MALIA

Yudith

Sherry

Travis

Idahosa

Alireza

Jose

BARNABAS

Gavin

Poe

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All languages in which the lesson is available

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