Eli Retek in

Eli Retek

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Investment Advisor at Wealth Advisory Group LLC
📍 Brooklyn, New York, United States

Eli Retek is a Financial Advisor at Wealth Advisory Group LLC, specializing in comprehensive financial strategies including pension planning, 401ks, and wealth accumulation. A Touro College graduate, he designs plans to help clients insure and grow their assets effectively for both current needs and future plans.

Beyond his financial work, Eli is deeply involved in his community as a Board Member for the RCCS Rofeh Cholim Cancer Society. He is passionate about supporting cancer patients and their families, dedicating his time to helping the organization provide critical assistance and hope.

He serves on the board of a cancer charity with the mission of creating "miracles" for patients.

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Experience
28 Years
Current Role
Investment Advisor
Location
Brooklyn, New York, United States
Personality Overview

How Eli shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Eli cares about

Retirement Planning
His specialties include pension planning and 401k management, focusing on securing long-term financial futures for his clients.
Wealth & Estate Planning
Advises clients on effective strategies for wealth accumulation and estate planning to protect and grow their assets for future generations.
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Career

Work history

3-1997
Investment Advisor
Wealth Advisory Group LLC
Board Member
RCCS Rofeh Cholim Cancer Society
In the press

Media appearances

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Education
Fianance
Touro College
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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