Associate Paraplanner - Advanced Planning
Eli joined Commonwealth in September 2022 as an associate paraplanner. In this role, he works collaboratively with advisors, helping with the development, implementation, and updating of financial plans, and assisting with client delivery as needed. Prior to joining Commonwealth, Eli worked as an advice intern in the Financial Advisor Development Program at Vanguard. He holds a bachelor’s degree in finance, with a concentration in financial planning, and is currently pursuing his master’s degree in finance from Bentley University. Outside of work, Eli enjoys golfing, traveling, learning to cook, and watching Formula 1 and hockey. He hopes to get involved with pro bono financial planning work when he’s eligible.