Elijah Dorf, CFP®, MSF

Experience

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  Bentley University

  Aug 2020 - Dec 2021

  Peer Leader - First Year Seminar

  Peer Leaders serve as a member of the First Year Seminar instructional team, and work along side the FYS professor/instructor to implement the goals of the First Year Seminar program, an orientation and introductory class to help freshmen transition to college life -academically and socially- at Bentley.

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  Vanguard

  Jun 2022 - Aug 2022

  Advice Intern

  Vanguard’s Advice Internship program is the feeder to their full-time Financial Advisor Development Program. In this paid, ten-week-long opportunity, I developed my planning skills and learned about Vanguard’s investment philosophy, how Vanguard advisors interact with their clients, and observed the behind-the-scenes work of implementing the financial plan. The Advice program is made specifically for students enrolled in a CFP Board certified education concentration, and my time in the Advice program counted towards the experience requirement to use the CFP title. Show less

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  Commonwealth Financial Network

  Sept 2022 - now

  Associate Paraplanner

  As an Associate Paraplanner, I work closely with Commonwealth’s network of financial advisors to create and assist in the delivery of comprehensive and holistic financial plans. My primary responsibilities include providing financial planning support through plan creation, analysis, and recommendation. I also help support Commonwealth advisors by researching solutions to questions and inquiries about financial planning software platforms, including the Advisor360 suite, RightCapital, MoneyGuidePro, and IncomeLab. Show less