Elliott Appel, Cfp®, Clu®, Rlp®

Elliott Appel, Cfp®, Clu®, Rlp® Email and Phone Number

Founder and Financial Planner, Kindness Financial Planning @ Kindness Financial Planning
Elliott Appel, Cfp®, Clu®, Rlp®'s Location
Madison, Wisconsin, United States, United States
Elliott Appel, Cfp®, Clu®, Rlp®'s Contact Details

Elliott Appel, Cfp®, Clu®, Rlp® work email

Elliott Appel, Cfp®, Clu®, Rlp® personal email

n/a
About Elliott Appel, Cfp®, Clu®, Rlp®

I founded Kindness Financial Planning, a virtual, fee-only financial planning firm, to help widows, caregivers, and people affected by major health events organize, simplify, and figure out what comes next in their lives. Having worked with widows, caregivers, and people recently diagnosed with major illnesses, as well as my own experience when my dad was diagnosed with Stage IV Lung Cancer in 2016, I know how challenging it can be to make the time and mental energy to do tax planning, ensure estate plans reflect current wishes, and organize everything to create a system that helps families feel in control. While I love the technical side of financial planning, I enjoy helping people think deeply about what's important to them and through a process, helping them create an ideal life for themselves. I'm about educating, being a sounding board, and serving as an accountability partner to help people make financial decisions that align with their values.https://kindnessfp.com/disclaimer

Elliott Appel, Cfp®, Clu®, Rlp®'s Current Company Details
Kindness Financial Planning

Kindness Financial Planning

View
Founder and Financial Planner, Kindness Financial Planning
Elliott Appel, Cfp®, Clu®, Rlp® Work Experience Details
  • Kindness Financial Planning
    Founder And Financial Planner
    Kindness Financial Planning Sep 2021 - Present
    View
  • Empirical Wealth Management
    Vp - Director Of Associate Advisors | Financial Advisor
    Empirical Wealth Management Sep 2018 - Sep 2021
    Seattle, Wa, Us
    View
  • Empirical Wealth Management
    Financial Advisor
    Empirical Wealth Management Jan 2016 - Sep 2018
    Seattle, Wa, Us
    View
  • Empirical Wealth Management
    Associate Financial Advisor
    Empirical Wealth Management Jan 2014 - Dec 2015
    Seattle, Wa, Us
    View
  • Empirical Wealth Management
    Portfolio Manager
    Empirical Wealth Management Aug 2012 - Jan 2014
    Seattle, Wa, Us
    View
  • Empirical Wealth Management
    Intern
    Empirical Wealth Management Sep 2011 - Jul 2012
    Seattle, Wa, Us
    View
  • Seattle University Redhawk Fund
    Portfolio Manager
    Seattle University Redhawk Fund Jun 2011 - Dec 2012
  • Charles Schwab
    Regional Branch Intern
    Charles Schwab Jun 2011 - Aug 2011
    Westlake, Texas, Us
    View

Elliott Appel, Cfp®, Clu®, Rlp® Education Details

  • Seattle University
    Seattle University
    Finance Major

Frequently Asked Questions about Elliott Appel, Cfp®, Clu®, Rlp®

What company does Elliott Appel, Cfp®, Clu®, Rlp® work for?

Elliott Appel, Cfp®, Clu®, Rlp® works for Kindness Financial Planning

What is Elliott Appel, Cfp®, Clu®, Rlp®'s role at the current company?

Elliott Appel, Cfp®, Clu®, Rlp®'s current role is Founder and Financial Planner, Kindness Financial Planning.

What is Elliott Appel, Cfp®, Clu®, Rlp®'s email address?

Elliott Appel, Cfp®, Clu®, Rlp®'s email address is ea****@****cal.net

What schools did Elliott Appel, Cfp®, Clu®, Rlp® attend?

Elliott Appel, Cfp®, Clu®, Rlp® attended Seattle University.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.