Elozor Preil, RICP, CLTC
Elozor is dedicated to providing his clients with the highest level of service and financial guidance. He educates and advises clients on how to protect their families, generate wealth, help to build and preserve the value of their assets, and builds tax strategies that aims to minimize taxes, today and for generations to come.
Elozor entered the financial services industry with Wealth Advisory Group in 2002. In order to better serve his baby boomer clientele, Elozor has achieved the Retirement Income Certified Professional® (RICP®) designation from The American College.
As a Financial Representative of The Guardian Life Insurance Company (Guardian), Elozor is able to offer his clients The Living Balance Sheet®, a financial organization system and resource. In addition, the full team at Guardian’s Business Resource Center is available to assist him with advanced planning.
Registered Representative & Financial Advisor of Park Avenue Securities, Financial Representative of Guardian. CA Insurance License # 0E62783