Elijah Desmond
I was born in Hawaii and spent much of my life moving across the U.S. before settling in Arizona in 2014. I graduated from Arizona State University in 2023 with a degree in Financial Planning. My fiancé and I just welcomed our first child into the family.
I have three years of financial services experience and seven years of customer service experience. I plan to use that experience, to provide clients exceptional service to their accounts and be there for them in all stages of life.
Derrick and I use an ensemble approach to financial planning. Working together to meticulously build and monitor clients' comprehensive living financial plan. Our goal is to help clients achieve a work-optional lifestyle.
Outside of work, I love to read, play soccer/basketball, study geopolitics, and most importantly, spend time with my growing family.
Perfect Match
There are three types of people I enjoy working with most:
Busy Professionals
Long term financial planning can be tedious and overwhelming to busy professionals. Whether you are juggling a family, active personal life, or engaging careers, I partner with busy professionals to build living, breathing financial plans. Allowing you to focus on your life goals and passions.
Sudden Windfall
Managing an estate is already emotional and stressful enough. We partner with individuals seeking guidance from a recent inheritance. Including investment management, long term financial planning, and tax optimization.
Retirees
You've spent your whole life working towards retirement. The big question is, now what? We help retirees achieve their ideal retirement life. Whether that be a plan to spend all your money, leave as much money to the next generation as possible, or give everything to charity. We help establish goals and achieve them.