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Anchor Certified Planners Group
Ormond Beach, FL

Elias Chaikin

CFP®
Lowering your fees, Increasing your performance
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Meet Elias

Introduction - Elias Chaikin
Introduction - Elias Chaikin
What Fees Are You Paying? - Elias Chaikin
What Fees Are You Paying? - Elias Chaikin
Social Security Strategies - Elias Chaikin
Social Security Strategies - Elias Chaikin
Video Transcripts

Originally from California, Elias entered the personal financial planning field in 2012 and completed his Certified Financial Planner (CFP) credential in 2015. Elias worked as a financial analyst for Lincoln Financial Advisers specializing in retirement distribution planning and hospital executive retirement plans. Additionally, he is an active Enrolled Agent who has experience in tax representation and preparation. He utilizes a holistic approach to financial planning, focusing on investment tax strategies.…

Originally from California, Elias entered the personal financial planning field in 2012 and completed his Certified Financial Planner (CFP) credential in 2015. Elias worked as a financial analyst for Lincoln Financial Advisers specializing in retirement distribution planning and hospital executive retirement plans. Additionally, he is an active Enrolled Agent who has experience in tax representation and preparation. He utilizes a holistic approach to financial planning, focusing on investment tax strategies.

Elias has a passion for developing and growing the community he works in. He currently volunteers as the Treasurer for the Conklin Center for the Blind and is involved in the Daytona Kiwanis chapter.


Services offered

Investment Management
Financial Planning
Investment Consulting
Retirement Planning
Tax Planning
College Planning
Real Estate & Mortgage Advisory
Estate Planning
Insurance Management
LGBT Services
Socially Responsible Investing
Employer Sponsored Retirement Plans

Experience with

Small business owners
Business executives
Families

Fee structure

Based on % of assets
Fee & Commission
Flat Fee/Retainer
Hourly

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™

Education

Bachelors
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