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Jeffrey E
CFP®, Series 63, Series 65
The Hills, TX
Jeff Elliott, Cfpâ®
Jeffrey Elliott is a CFP® professional with 13 years of experience in financial planning and investment management. He founded Legacy Financial Planning LLC and has prior experience at Diversify Wealth Management. Outside of his advisory work, he spent three years with SkyWest Airlines. Legacy Financial Planning LLC serves individual and institutional clients, including high-net-worth households, businesses, and nonprofit organizations. The firm offers fee-only, discretionary investment management and comprehensive financial planning, emphasizing customized, diversified portfolios built primarily with no-load mutual funds and ETFs following CFP Board practice standards.
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