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Duffy G. Elliott, CPA, CFP®

Duffy G. Elliott, CPA, CFP®

Registered Professional

Duffy has over 25 years of financial experience including financial planning, investments, retirement plans, corporate controllerships, mergers and acquisitions and public accounting. He entered the financial planning and investment world to pursue his passion of helping friends and clients understand and achieve financial security.

 Professional Qualifications and Registrations:

  • Series 7 General Securities Representative
  • Series 66 Registered Investment Advisor Representative
  • Series 24 Registered Principal
  • Series 53
  • Life and Health Insurance Licensed
  • Variable Life Insurance Licensed
  • Savvy Social Security Planner
  • Savvy Medicare Planner