Unclaimed
Elijah Essa is a financial advisor at Coats Financial Planning and Essa Financial LLC. He is also an Adjunct Professor teaching Introductory Financial Planning classes at Western Kentucky University and the University of Louisville. Elijah is a Certified Financial Planner™ professional and is registered with the states of Florida, Indiana, and Kentucky. Elijah provides comprehensive financial advice on a fee-only basis to individuals and families. He specializes in financial planning and portfolio management. Elijah's experience includes working with clients on a variety of financial planning needs, including retirement planning, college savings, and investment management.
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.
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.
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KY
02/17/2018 - Present
Coats Financial Planning (LOUISVILLE KY)
IA
Issued 08/03/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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