Eli Retek in

Eli Retek

Commander · DISC type D
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

Strong-Willed
Impact-Driven
Risk-Taker

They like to be in a position where they can control the conversation and terms. More than the product, they care about the effectiveness of the product. They are very proud of what they do.

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

No media yetWe could not find public media appearances for this person.
Education
Fianance
Touro College
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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