We are happy to announce that Elissa Wurf, PhD, CFP®, CPA has earned the prestigious Certified Financial Planner™ designation. A Financial Planning Analyst in the firm’s Bethlehem office, Elissa becomes Agili’s eighth team member with the coveted and highly competitive CFP® designation.
Certified Financial Planner™ Designation: Highest Standard of Excellence in the Financial Planning Profession
“Our entire firm congratulates Elissa on this impressive accomplishment,” said Michael Joyce, CFA, CFP®, President of Agili. “The CFP® credential denotes the highest standard of excellence in the financial planning profession. Elissa’s successful completion of the CFP® process underscores her intellectual rigor, high ethical standards, and commitment to acting in the best interest of clients.”
Administered by the CFP Board, the Certified Financial Planner™ designation is the pinnacle of excellence for financial planners. For more than 30 years, CFP® professionals have met extensive training and experience requirements while being committed to strict ethical standards that require them to put their clients’ interests first. Less than one third of all financial planners in the United States earn their CFP®, highlighting the difficulty in successfully completing the review process.
Specializing in Tax Planning, Strategic Retirement Planning and Estate Planning
Elissa joined Agili in 2016 and assists clients with the development and implementation of comprehensive financial plans. She has over 11 years of experience working with clients on a variety of complex tax, retirement planning, and investment management strategies. Wurf specializes in providing strategic retirement and tax planning for high-net worth individuals and families as well as estate and risk management planning.
In addition to her CFP® designation, she is a Certified Public Accountant and earned a PhD in Psychology from the University of Michigan.
Check out Elissa’s latest blog post, Tax Planning: What Parents Need to Know about the Advance Child Tax Credit Payments.