First Element Insurance Planners
Wealth management firms are progressively shifting to a fee-only planning model with the goal of providing comprehensive, holistic guidance. First Element Insurance Planners (FEIP) was created to serve as a strategic partner to fee-only firms to make it comfortable and easy to address risk management in a process-driven, proactive manner. The insurance and estate planning experts at FEIP understand financial planning and the need to put solutions ahead of product. The firm’s sole focus is providing proactive, objective advice as it relates to clients’ risk management needs. Securities offered through Simplicity Investments, Inc, Member FINRA/SIPC, 475 Springfield Ave, Summit, NJ 07901, 303-797–9080
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Verified contacts
7
available on Kipplo
LinkedIn employees
7
11 to 50 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
2
tools in use
Monthly traffic
63
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- LG
Lauren Gelber
Director of Operations · Operations
EmailPhone - BF
Brian Flynn
Risk Management Consultant · General Business & Management
EmailPhone - LC
Logan Cuilla
Operations Associate · Operations
EmailPhone - DS
Dan Sullivan
Managing Director · General Business & Management
EmailPhone - DK
Danny Kaufmann
Risk Management Consultant · General Business & Management
EmailPhone - EW
Emily Warren
Risk Management Consultant · General Business & Management
EmailPhone - AN
Anna Nicole Scholten Baker
Administrative Assistant · General Business & Management
EmailPhone
Showing 7 of 7 verified contacts
Top roles at First Element Insurance Planners
5 distinct titles indexed · top 5 shown.
- 3risk management consultant
- 1administrative assistant
- 1director of operations
- 1managing director
- 1operations associate
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