Eli has passed both the Series 65 and Certified Financial Planner exams. At Foundation Eli serves as another lead planner helping create plans for our clients.
Eli spent 5 years as a Financial Advisor at a growing Arizona RIA firm. Eli is a known problem solver, detail oriented, and well organized which is an asset to our firm. He is a native of Sacramento, California and Sacramento State University graduate. Eli currently resides in Tucson Arizona, with his wife and young growing family. In his free time, he enjoys spending time with his family, exploring the outdoors, BBQing, and tinkering with things around the house.
