Elaine King (CDFA, CFP®, MBA)
Elaine King focuses in the
following client markets or areas of practice:
- Divorce Planning
- Estate & Generational Planning Issues
- ExPat and Cross Border Issues
- Financial Psychology/Coaching
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- Divorce Planning
- Estate & Generational Planning Issues
- ExPat and Cross Border Issues
- Financial Psychology/Coaching
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
Planning Specialties
International family enterprises and multigenerational members in a family unit. Family Office services including planning, governance, cross-border planning, financial literacy programs, and estate planning. Fully bilingual in Spanish, English, and some Portuguese and Farsi.Additional Information
We love to work with women, children, and individuals that enjoy values-based planning and are not in love with their finances.NAPFA Start Date
August 17, 2021