Retirement Planning
Elias Tranter
Senior advisor. Builds retirement income plans for business owners and physicians.
Certified: 2016
Languages: EN
(919) 555-0141
elias@fennimoreplatt.com
Elias joined in 2017 and works alongside Thea on retirement income plans, especially for business owners selling a practice or company and physicians with pensions and deferred compensation.
He prepares the January plan refresh for his clients and is their first call during the year.
Selected client plans
Education and credentials
BS Finance, Appalachian State University, 2012
CFP® certification, 2016
Memberships
Financial Planning Association of North Carolina
