Paul B. Elfner
CFP®, CDFA®, MS
Planning Strategist
Tax planning is a key area of focus for me, and I am passionate about partnering with clients to optimize their financial plans and help them pursue their goals.
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Education &
Affiliations &
Paul Elfner works as a planning strategist in Savant’s Lancaster, Pennsylvania, office, where he helps individuals and families navigate complex financial decisions.
As a CERTIFIED FINANCIAL PLANNER® professional and Certified Divorce Financial Analyst® professional, Paul is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Before joining Savant in 2023 through its acquisition of Domani Wealth, Paul worked as a wealth advisor and began his career in financial services in 2013. He holds a bachelor’s degree in finance from Penn State University and a master’s degree in financial services from Saint Joseph’s University in Philadelphia.
Paul is a member of the investment committee for the Pennsylvania Dutch Council of the Boy Scouts of America and completed the Leadership Lancaster Core Class in 2023.
When not in the office, Paul enjoys going to the gym, golfing, and spending time with his goldendoodle, Piper. He and his family love traveling, especially to beach destinations.
Education &
Designations
- Penn State University
Bachelor of Science in Finance - Saint Joseph’s University
Master of Science (MS) in Financial Services - CERTIFIED FINANCIAL PLANNER® professional
- Certified Divorce Financial Analyst® professional
Affiliations &
Community Service
- Pennsylvania Dutch Council of the Boy Scouts of America – Investment Committee member
- Leadership Lancaster
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.