The Advisor's Resource for Financial Plans
Elissa Burton Tiprigan is a CERTIFIED FINANCIAL PLANNER ™ and a graduate of Texas Tech University’s respected Personal Financial Planning Program. She spent six years working as a financial planner with two fee-only firms located in New York and Texas.
Her first position entailed developing, implementing and monitoring financial plans for clients. Elissa was instrumental in streamlining the internal processes, allowing the firm to increase assets under management as well as the number of client relationships.
In early 2011, Elissa accepted a position with an ultra-high net worth family office catering to 100 multigenerational families with complex investment, estate, insurance and tax planning needs. While there, she managed three analysts and coordinated all areas of implementing financial plans including private banking as well as trust and tax matters.
Elissa’s experience and expertise make her a valuable part of our team.