Elijah Dorf, Cfp®, Msf

Elijah Dorf, Cfp®, Msf Email and Phone Number

Director of Financial Planning Services @ Clearfront Advisory
Boston, MA, US
Elijah Dorf, Cfp®, Msf's Location
Boston, Massachusetts, United States, United States
Elijah Dorf, Cfp®, Msf's Contact Details

Elijah Dorf, Cfp®, Msf work email

Elijah Dorf, Cfp®, Msf personal email

n/a
About Elijah Dorf, Cfp®, Msf

I am a Paraplanner at Commonwealth Financial Network in Waltham, MA. I earned my Master's in Finance from Bentley University in December 2023, and I completed my Bachelor's in Finance in August 2022 through Bentley University’s CFP Board Registered Concentration. I am a CERTIFIED FINANCIAL PLANNER® practitioner and hold my Series 7 and 66 securities registrations. My strengths include organization, leadership, problem solving, and a strong work ethic. In my current role as a Paraplanner, I work closely with Commonwealth’s network of financial advisors to create and assist in the delivery of comprehensive and holistic financial plans. My primary responsibilities include providing financial planning support through plan creation, analysis, and recommendation. I also help support Commonwealth advisors by researching solutions to questions and inquiries about financial planning software platforms, including the Advisor360 suite, RightCapital, MoneyGuidePro, and IncomeLab.

Elijah Dorf, Cfp®, Msf's Current Company Details
Clearfront Advisory

Clearfront Advisory

View
Director of Financial Planning Services
Boston, MA, US
Website:
commonwealth.com
Employees:
1205
Elijah Dorf, Cfp®, Msf Work Experience Details
  • Clearfront Advisory
    Director Of Financial Planning Services
    Clearfront Advisory
    Boston, Ma, Us
    View
  • Commonwealth Financial Network
    Paraplanner
    Commonwealth Financial Network Jul 2024 - Present
    Waltham, Massachusetts, United States
    As a Paraplanner, I work closely with Commonwealth’s network of financial advisors to create and assist in the delivery of comprehensive and holistic financial plans. My primary responsibilities include providing financial planning support through plan creation, analysis, and recommendation. I also help support Commonwealth advisors by researching solutions to questions and inquiries about financial planning software platforms, including the Advisor360 suite, RightCapital, MoneyGuidePro, and IncomeLab.
    View
  • Commonwealth Financial Network
    Associate Paraplanner
    Commonwealth Financial Network Sep 2022 - Jul 2024
    Waltham, Massachusetts, United States
    View
  • Vanguard
    Advice Intern
    Vanguard Jun 2022 - Aug 2022
    Malvern, Pennsylvania, United States
    Vanguard’s Advice Internship program is the feeder to their full-time Financial Advisor Development Program. In this ten-week-long opportunity, I developed my planning skills and learned about Vanguard’s investment philosophy, how Vanguard advisors interact with their clients, and observed the behind-the-scenes work of implementing the financial plan. The Advice program is made specifically for students enrolled in a CFP® Board certified education concentration, and my time in the Advice program counted towards the experience requirement to use the CFP® Marks.
    View

Elijah Dorf, Cfp®, Msf Education Details

Frequently Asked Questions about Elijah Dorf, Cfp®, Msf

What company does Elijah Dorf, Cfp®, Msf work for?

Elijah Dorf, Cfp®, Msf works for Clearfront Advisory

What is Elijah Dorf, Cfp®, Msf's role at the current company?

Elijah Dorf, Cfp®, Msf's current role is Director of Financial Planning Services.

What is Elijah Dorf, Cfp®, Msf's email address?

Elijah Dorf, Cfp®, Msf's email address is ed****@****ley.edu

What schools did Elijah Dorf, Cfp®, Msf attend?

Elijah Dorf, Cfp®, Msf attended Bentley University - Mccallum Graduate School Of Business, Bentley University, The Frederick Gunn School.

Who are Elijah Dorf, Cfp®, Msf's colleagues?

Elijah Dorf, Cfp®, Msf's colleagues are Chris Williams, Jill Sposato, Jenna Iannelli, Matthew Brown, Thomas Sileo, Kirwin Richard, Madhel Majok.

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