Element Financial Group
Element is a women founded, distinct wealth advisory firm that helps those who have incredible demands on their time and energy to design and implement comprehensive financial plans. Our full-service approach help ensures that clients' unique and diverse needs are met by objective and knowledgeable professionals. We organize all relevant information, research viable options, and make recommendations that take into account not only our clients' financials, but their values and beliefs about finances as well. We have extensive experience in the areas of Financial Planning, Asset Management, Insurance and Estate Planning as well as Corporate and Executive Benefits Programs. Over 20 Years Experience: Corporate & Executive Benefit Planning Private Placement Life Insurance Alternative Investment Strategies Industries Include: Entertainment, Media, Film, Fashion and Sports Legal and Accounting Firms Biotech and Pharmaceutical Find Us On Facebook: Securities and advisory services offered through Commonwealth Financial Network®, Member a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. Element Financial Group, The Malin-Flatiron 895 Broadway, 4th Floor, New York, NY 878-1760. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s BrokerCheck for a list of current registrations. Review our Terms of Use:
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Verified contacts
9
available on Kipplo
LinkedIn employees
13
11 to 50 range
Open roles
—
no listings
Distinct roles
8
indexed titles
Tech stack
2
tools in use
Monthly traffic
332
organic / mo
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- AM
Ana Maria Ortiz
Director of Client Services · Customer/Client Service
EmailPhone - AL
Alexandra Levi
Managing Partner Founder · Other
EmailPhone - LS
Lauren Sparks Fonacier
Financial Advisor · Finance & Accounting
EmailPhone - SH
Steve Hudson
Assistant to Vice President · General Business & Management
EmailPhone - JN
Joanann Natola
Managing Partner Founder · General Business & Management
EmailPhone
Showing 5 of 9 verified contacts
Top roles at Element Financial Group
8 distinct titles indexed · top 8 shown.
- 2managing partner founder
- 1assistant to vice president
- 1chief executive officer
- 1director of client services
- 1financial advisor
- 1paraplanner
- 1senior financial planning specialist
- 1senior manager
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