Elie Engler is passionate about making people’s lives better. Whether educating his clients in their financial lives, mentoring new associates, or serving the Jewish community in Atlanta, he strives to have a positive and lasting impact on the lives of the people he meets.
Elie’s interactions with his clients are characterized by his determination to bring comfort and clarity to the sometimes-overwhelming area of personal finance. His strength lies in simplifying the process for his clients by working with them to establish short and long-term goals. He focuses on educating clients on important financial topics including protection, cash flow and savings. Once his clients are educated and organized, Elie helps them implement strategies to reach their financial goals, recognizing that the decisions his clients make today will have a lasting impact on their financial future.
He currently holds the Certified Financial PlannerTM professional (CFP®), the Chartered Financial Consultant (ChFC®), and Retirement Income Certified Professional (RICP®) designations. Elie is uniquely qualified to advise clients in the areas of financial planning, taxes, insurance, estate planning, and retirement. He is committed to always acting in his clients’ best interest.
Elie has been the recipient of numerous agency awards over the years, as a testament to his commitment to customer service and excellence. He has received the Life Lives Award, New Associate George S. Murdock Award for Life Premium, New Associate Howard C. Busbey Award for Life Volume, Overall, Howard C. Busbey Award for Life Volume, New Associate Disability Lives Award, New Associate Investment Sales Award, Ashford Risk Management Award, and the Leonard B. Taylor Disability Premium.
The most important thing in Elie’s life is family. He and his wife, Elisheva, were married in 2008, and live in Sandy Springs with their daughters Bella and Hannah, son Coby and loving rescue dog, Badger. Elie and his wife serve on the board of directors and are active committee members with the Jewish Fertility Foundation of Atlanta. They are active members of Congregation B'nai Torah. Aside from his community involvement, Elie has a passion for traveling and experiencing other cultures that has taken him to more than 15 countries on 5 continents. Lastly, as a graduate of The University of Wisconsin, he is a loyal and steadfast Badger.
Education, Training, Memberships
- Licensed Registered Representative and Financial Advisor with Park Avenue Securities, LLC (PAS)
- National Association of Insurance and Financial Advisors (NAIFA), Atlanta Chapter
- University of Wisconsin, Madison, Bachelor of Science, 2005
- Nativ College Leadership Program in Israel, The Hebrew University of Jerusalem, 2001-2002
- The American College, CERTIFIED FINANCIAL PLANNERTM professional (CFP®)
- The American College, Chartered Financial Consultant (ChFC®)
- The American College, Retirement Income Certified Professional (RICP®)
- The Living Balance Sheet Faculty Member
Recognition
- Guardian Executive Club, 2018, 2020, 2021, and 2022*
- 40 Under 40, Atlanta Jewish Times, 2019-2020
- Five Star Wealth Manager Award, 2015-2022**
- Guardian Disability Insurance Inner Circle, 2017-2020, 2022*
- MDRT Court of The Table, 2020
- MDRT Top of The Table, 2020-2022
- Guardian Leaders Club, 2016-2022*
- Centurion Award, 2014, 2016, 2017, and 2020*
- Million Dollar Round Table (MDRT), 2014-2015***
- Guardian Leadership Institute, 2014*
- Named one of “NAIFA-Atlanta’s Top 40 Advisors Under 40”, 2011-2013 and 2015-2022****
- Ed Mattingly Award for New Associate of the Year, 2010
Team Members
