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CFP®
Financial Planning and Investment Specialist
for Andy Andrews, CFP®, RICP®
Before stepping into his current role, Elliott worked as a financial advisor, gaining firsthand experience in guiding clients through complex financial decisions. This background gives him a unique perspective on the challenges advisors face, allowing him to provide valuable support.
Elliott earned the CFP® designation at 25, becoming one of the youngest CERTIFIED FINANCIAL PLANNER® practitioners to receive the mark. As the NexGen Director for his local Financial Planning Association (FPA) chapter, he is passionate about advancing the profession and supporting the next generation of financial planners.
Beyond his professional role, Elliott has a deep appreciation for racing and motorsports and understands the unique financial considerations within the industry. He actively engages with the motorsports community, with the dream of building a niche practice tailoring financial strategies to meet the needs of drivers, teams, industry professionals, and enthusiasts.
Certifications
- CERTIFIED FINANCIAL PLANNER® practitioner
- Series 7 registered
- Series 66 registered
- Life, Disability & Health Insurance licensed
Professional Associations
- Financial Planning Association
Education
- Florida Gulf Coast University Class of 2022- B.S. Finance, Concentration on Financial Services & Minor in Real Estate
Community Involvement
- Volunteers with his community group “San Carlos Proud” & with the FPA during financial literacy workshops
