Elaine T. Granieri, MBA, CFP<sup>®</sup>

Elaine Granieri is a Financial Advisor with Wescott and is responsible for the preparation and ongoing management of clients’ financial plans and investment portfolio reviews, recommendations and implementation.  Her expertise lies in cash flow, risk management, investments, retirement planning, estate planning and taxation.  Elaine serves on the firm’s Portfolio Strategy Group, which oversees the ongoing due diligence and evaluation of Wescott’s investment managers and strategies.

Prior to joining Wescott, she was a financial paraplanner with a financial advisory firm in the Philadelphia area.

Elaine earned her bachelor’s degree, with a concentration in Accounting, and a master’s degree, with a concentration in Finance, from Temple University’s Fox School of Business Management.

She resides in Willow Grove, Pennsylvania.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S. which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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