
● FREE 45-MINUTE STRATEGY CALL
Finally, a financial advisor who speaks human.
One free call with Eli and you'll know exactly where your money stands — and exactly what to do next. No jargon, no judgment, no finance bro energy.
100% free · No pressure · Limited spots per week
Certified Financial Planner
Based in New York
100% Confidential
5-Star Rated
Free 45-Min Session
We look at your real numbers together — income, expenses, debt, savings — and build a prioritized action plan tailored to your life. Not a template. Not generic advice.
Takes 5 minutes. The more detail you share, the more productive our session will be — Eli reviews everything in advance so your call hits the ground running.

Personal Finance Coach · Not a Finance Bro
I grew up watching people I care about stress endlessly about money — not because they were bad with it, but because nobody ever taught them how it actually works. Wall Street wasn't built for them. So I decided to be.
I'm a financial coach with a background in investment strategy and personal wealth management. I work with young professionals, families, and entrepreneurs who are smart, hard-working, and just want a straight answer about their money.
I don't sell products. I don't get commissions. I sit with you, look at the real numbers, and build a plan that actually works for your life.
Clients helped build their plan
In debt eliminated across clients
Average session rating
"Finance doesn't have to be intimidating. You just need someone who gives a damn enough to explain it right."
5 minutes. Give Eli a snapshot of your income, expenses, savings, and goals. He reviews it before your call so you hit the ground running.
45 minutes, one-on-one with Eli. He'll review your numbers, identify what's holding you back, and map out your next steps — live, together.
You'll leave with total clarity — a written action plan, a priority list, and the confidence to actually move forward with your money.
I finally understand where my money actually goes. Eli broke everything down in a way that made me feel empowered, not embarrassed. Game changer.

In one session Eli showed me I was leaving $4,200/year on the table by not maxing my 401(k) match. Wish I found him sooner.

Zero judgment, zero fluff. He asked the right questions and handed me a real roadmap. I paid off two credit cards in four months.

Book your free 45-minute call. If you want to prep first, fill out the intake form : Eli will have your numbers ready before you even say hello.
- or prep first -
No commitment · No sales pitch · Limited spots per week

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