Elie Nafekh

My goal as a financial security advisor is simply to do well for clients. I pride myself on creative problem-solving, and looking to make sure that clients are cared for to the best of my ability.

My primary interest is always in building relationships. My belief is that the same consideration should be given to those at the onset of a financial security plan, as is given to clients with complex business and personal holdings. Among the many services I provide are estate planning, plans for personal and business interests, ensuring long and short-term financial strategies and tax reduction strategies are addressed. The most important thing is that these support structures are in place, helping provide us the luxury to live for today knowing we are prepared for tomorrow.

I have had the privilege of being in business for many years, with Fortune 500 companies and as an international entrepreneur. Through this I have garnered experience in marketing, business fundamentals and conceptual networking. I understand the needs of employees as well as management, which places me in a unique position to meet the needs of a varied clientele.

One thing I am very passionate about is world travel. I have lived all over the world, and am comfortable speaking in English, French, Arabic and Spanish. In our current world it is more important now than ever to be aware of cultural sensitivities. I am able to bring this experience and consideration to each new situation.

Email — Phone: 519-572-7699