1869 Charter Lane Suite 302 Lancaster , PA 17601

717.393.9721

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.

Articles &
Media

The Hidden Tax Traps in Retirement Income Planning

Retirement is a Family Affair Video from Savant Wealth Management

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®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) 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.

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