Elle Moser

Elle has spent the past six years working closely with clients through financial planning, investment management, and workplace wealth. She focuses on integrating financial planning strategies, investment solutions, retirement and executive benefit programs, and the many moving parts involved in helping clients pursue financial independence.

As Director of IFP Workplace Wealth, she brings a strong understanding of the increasingly complex financial needs of executives, highly compensated professionals, business owners, and other individuals whose planning needs extend beyond traditional retirement and investment strategies. Her experience extends to working with employers and their key employees, helping connect workplace benefits and retirement programs with the broader financial planning needs of the individuals they are designed to serve.

Known for her thoughtful, consultative approach, Elle combines technical knowledge with an ability to understand each client’s individual circumstances, priorities, and objectives. She holds four professional designations, is Series 65 licensed, and holds Life and Health Insurance licenses.