Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elana? Claim Your ProfileElana Yaffe is a Financial Planner with Vicus Capital, Inc., serving clients in California and New York. Elana has over 6 years of experience in the financial services industry and is dedicated to providing personalized financial planning services to individuals, families, and businesses. Elana is committed to helping her clients achieve their financial goals and is a Certified Financial Planner™. Elana is also a registered investment advisor representative in California and New York.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
03/21/2024 - Present
Vicus Capital, Inc. (Westlake Village CA)
Active
Inactive
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