Generations of Trusted Advice

Elsass Financial Group now has 3 CFP® Professionals!

Congratulations Elizabeth Randall-Dodd, CFP®

It is with great excitement that the Elsass Financial Group announces that Elizabeth Randall-Dodd has passed the certification requirements to achieve the designation of CERTIFIED FINANCIAL PLANNER and earn her CFP® certification! This is a great accomplishment for Beth and something she has worked very hard toward. In order to earn the CFP® designation, applicants need to have a Bachelor’s degree and pass six courses in multiple financial planning disciplines, followed by a rigorous and comprehensive day-and-a-half long exam. In addition to satisfying these requirements, she needed 6,000 hours of experience working with another CFP® advisor.

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.