Ellen has a comprehensive practice that offers general financial planning and insurance services. She is a Certified Financial Planner™ professional and a registered investment advisor representative. She offers professionally managed investment alternatives, primarily using an asset allocation and financial planning methodology. She has been affiliated with Paradise Financial Partners and Raymond James Financial Services since 2001.
Prior to her career in financial services, Ellen spent 20 years as an executive in the healthcare field. This experience has proven to be invaluable as she helps her clients navigate decisions for life, health, disability and long-term care insurance. She is also a resource to her clients for individual retirement accounts, company-sponsored retirement and deferred compensation plans. She has provided educational events and seminars to local businesses and retirement communities.
Her educational background includes a Master of Health Administration degree and a Bachelor of Science degree from Arizona State University College of Business. She is a Raymond James Financial Services branch manager with Series 6, 7, 63, 65, 51 and 24 licenses. She is affiliated with the Financial Planning Association and holds life and health insurance licenses in numerous states.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.