Verified recordFinancial Services

Eli Katz

Senior Financial Planner at Plancorp Wealth Management

Based in St Louis, United States

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Seniority

Manager

Department

Finance & Accounting

Location

St Louis

Industry

Financial Services

Company size

100

Contact information

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Email

1 credit

e•••••••@plancorp.com

Phone

5 credits

+1 ••• •••• ••••

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Background

About Eli Katz

I'm a financial planner with a background in math and teaching. I use my years in educating and coaching others to help others make sense of their complex personal financial situations. I am skilled in data and analysis. I consider Google Sheets and Microsoft Excel friends, not foes. I like being on strong, supportive teams that communicate well. Generally, I will decline the spotlight - but when it's time to give a good speech, I can be your guy.

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