Elliot Herman, CFP, CPA
Login to view DISC.With over 25 years in financial services, Elliot Herman is an Executive Director and Financial Planner at Edelman Financial Engines. He holds both CFP and CPA designations and earned an MBA from Northeastern University, specializing in providing tailored financial guidance and sophisticated investment strategies to his clients.
Elliot is an active volunteer, serving as a board member for One Family, Inc. , and providing financial coaching to cancer patients at Dana Farber. He enjoys staying physically and mentally active through sports, word games, and exploring new places with his family in Massachusetts.
Unique fact: Elliot once co-wrote a song with a musician who won Best New Artist in Boston.
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