Deep Enrich
Elliot Dole, CFP®
Wealth Advisor
1000 followers
St Louis, Missouri, United States
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About me
Focus Partners Wealth
Education
Colorado College
1996 - 2000Bachelor of Arts (B.A.)
Golden Gate University
2015 - 2017Master of Science (MS) TaxationMaster of Science in Taxation (MST)
Boston University
2011 - 2013Personal Financial Planning Graduate Certificate Financial Planning and Services
University of New Orleans
2002 - 2004Master of Business Administration - MBA Finance
Experience
Focus Partners Wealth
Aug 2009 - nowWealth AdvisorElliot Dole specializes in implementing Flexible SMA strategies to solve investment allocation and tax challenges. With a deep understanding of investments, estate planning and taxation, he is positioned to help clients build lasting legacies, transfer wealth effectively and navigate business succession.
Licenses & Certifications
- View certificate
Accredited Estate Planner®
NAEPC
- View certificate
Certified Exit Planner
Business Exit Institute 
Certified Financial Planner (CFP)
CFP Board
Enrolled Agent
Internal Revenue Service- View certificate
Chartered Advisor in Philanthropy
The American College of Financial Services
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