Eli's desire to help people achieve their goals blossomed during his career in the wholesale furniture industry. “I got so much satisfaction from seeing products that I helped design end up in consumers' homes, I wanted to help them one-on-one,” he says.
He had the vision that Baby Boomers would have to focus on saving for retirement and would need help and professional guidance to achieve their dreams. He pursued a career in the financial services industry with Paine Webber, taking the needed qualifying exams. As he progressed in his career, he discovered that guiding people toward financial security gave him a deep sense of fulfillment.
"There is no greater satisfaction than when someone tells me how I helped them save for their children’s college education or start a comfortable retirement," Eli says.
To help him broaden the services he provides to clients, he earned the Certified Wealth Strategist® designation. Eli also holds FINRA Licenses Series 7, 63, 65, Life Insurance, Variable Annuity and Health, as well as The CT Partnership for Long Term Care Certification. "The financial field is complex and changes constantly, he says. “I'm always taking webinars and courses and attending conferences, so I can stay ahead of the curve and give my clients the benefit of my knowledge."
Eli grew up in Miami Beach, FL and spent most of his summers in the New York City area. He and his wife Susan live in Stamford, CT, and have two children and three grandsons. He is a Miami Dolphins fan and an avid New York Yankees fan.
Active in the local business community, Eli has been a member of the Stamford Chamber of Commerce since 1999. He has served as the Chairman of the Membership Committee and currently serves as an Ambassador for the Chamber. In 1998, he founded (and still runs) the Stamford Business Group, Stamford's oldest business networking group.
INTEGRITY ♦ COMMITMENT ♦ TRUST ♦ PROVIDING VALUE