Paul B. Elfner
CFP®, MS
Financial Planner
I particularly enjoy tax planning and working with clients on fine-tuning their financial plans to pursue their goals and building relationships with them.
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Education &
Affiliations &
Paul is a financial planner in Savant’s Lancaster, PA office.
As a CERTIFIED FINANCIAL PLANNER® 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.
Paul has been involved in the financial services industry since 2013. He was a wealth advisor for Domani Wealth from 2014 until it joined with Savant in 2023.
Paul is a member of the investment committee for the Pennsylvania Dutch Council of the Boy Scouts of America. He completed the Leadership Lancaster Core Class in 2023.
Paul earned a bachelor of science degree in finance from Penn State University and a master of science (MS) degree in financial services from Saint Joseph’s University in Philadelphia.
Paul enjoys going to the gym, golfing, and spending time with his goldendoodle, Piper. He likes to travel with his family, especially anywhere with a beach.
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
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.