Elissa Wurf
PhD, CFP®, CPA
Agili
Financial Planning Analyst
Elissa Wurf
PhD, CFP®, CPA
Agili
Financial Planning Analyst
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Elissa Wurf, PhD, CFP®, CPA
Fee-Only financial planner located in Bethlehem, PA, serving clients locally and across the country
Meet Elissa Wurf
As a Financial Planning Analyst, Elissa Wurf assists clients with the development and implementation of comprehensive financial plans.
Education and Credentials
- Bachelor of Arts in Psychology, University of California Los Angeles
- PhD in Psychology, University of Michigan
- Post Bachelor of Arts, Certificate in Accounting, Muhlenberg College
- Certified Financial Planner™
- Certified Public Accountant
- Enrolled Agent
Professional Organizations
- American Institute of CPAs (AICPA)
- Pennsylvania Society of Tax and Account Professionals (PSTAP)
- National Association of Personal Financial Advisors (NAPFA)
What is a career highlight for you?
A career highlight is the first time (of several) that I discovered the power of using strategic Social Security planning for married couples. By analyzing the ages at which the spouses collected their own benefit and their spousal benefit (which are different concepts), we were able to recommend a strategy to a couple that enabled them to collect over $40,000 in additional benefits from Social Security merely by changing the timing of their claims. At Agili, we look at claiming strategies both in terms of the amount one collects from the government as well as the effect of this additional income on the projected annual cash flow during retirement.
Elissa Wurf is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Contact Elissa Wurf
Office Locations:
-
74 W Broad St
Suite 320
Bethlehem, PA 18018
