Generations of Trusted Advice

Generations of Trusted Advice

Karl Elsass, CFP®, ChFC® AIF® CLU®, MBA 

Karl Elsass, president of Elsass Financial Group, works to provide his clients with quality financial plans that speak directly to their wants, needs, and goals. Passionate about numbers and finances from an early age, Karl understands that his business is about helping people through tough decisions. Therefore, he instills caring, trust, and compassion into every client interaction.

Kevin Chiu, CFP®, ChFC®, AIF®, MBA 

Kevin Chiu, vice president of Elsass Financial Group, started his financial career in banking, and joined us to provide objective service to his clients. Investing, finance, and achieving clients’ goals are the cornerstones of his practice. Kevin is focused on helping and bringing value to individuals, families, and businesses.

Karl Elsass, CFP®, ChFC® AIF® CLU®, MBA 

Karl Elsass, president of Elsass Financial Group, works to provide his clients with quality financial plans that speak directly to their wants, needs, and goals. Passionate about numbers and finances from an early age, Karl understands that his business is about helping people through tough decisions. Therefore, he instills caring, trust, and compassion into every client interaction.

Kevin Chiu, CFP®, ChFC®, AIF®, MBA 

Kevin Chiu, vice president of Elsass Financial Group, started his financial career in banking, and joined us to provide objective service to his clients. Investing, finance, and achieving clients’ goals are the cornerstones of his practice. Kevin is focused on helping and bringing value to individuals, families, and businesses.

Check the background of these investment individuals at FINRA’s BrokerCheck.