CALIFORNIA CONSUMER - Key Persons

Job Titles:

• CERTIFIED FINANCIAL PLANNER™ Professional and Enrolled Agent

Elana M. Muzzey is a CERTIFIED FINANCIAL PLANNER™ professional and Enrolled Agent with more than 20 years of experience in the financial services field. After a long career in tax preparation, she continues to utilize her tax background while focusing on financial planning and wealth management. Elana received her bachelor's degree in accounting and auditing information systems from the University of Massachusetts in 1999 and a certificate in financial planning from Boston University in 2007. In her free time, she enjoys reading, traveling, and family time with her husband, Derek, and children, Sophia and Isaac.