Advisor Details

Advisor Details

Financial Advisor in Austin, TX

Personal Bio

I know what it means to move to a new country and be a cultural stranger despite what would have been considered some great academic credentials in the tech space.

I know the challenges of the multi-year immigrant journey and the frustration of not knowing where or who to turn to for answers on personal finance on areas like taxes, investments, company-provided benefits, insurance etc.

This is what got me started on the personal finance journey. Today I am the founder of Elgon Financial Advisors, a Fee-Only independent wealth management firm registered in Texas.

I help my clients make smarter decisions about money. I love seeing the look on their faces when they realize they do not have to walk alone on this journey.

Prior to becoming a financial advisor, I spent over 17 years working in the high-tech field. I hold a master’s degree in Information Technology in addition to passing the Certified Financial Planner (CFP) exam and the Uniform Investment Adviser Law (Series 65) exams.

I enjoy spending time with my family, exploring Austin and trying to hold my own on the tennis court against my teenage girls. In addition, I’m working on improving my running with the goal of qualifying for the Boston Marathon soon.

Firm Name

Elgon Financial Advisors LLC

Firm Bio

Every individual has a unique story and background. At Elgon Financial Advisors, we take that into consideration as we help you craft a plan that will move you along the path to your version of the American dream and financial freedom.

We design a financial plan and an investment plan informed by years of academic research and your financial goals, based on your values. We then work with you to implement the plan and help you stay laser focused on your goals. In addition, we bring in other professionals like CPAs, Attorneys etc. to ensure all areas of your life are fully addressed. 

We work with clients in Austin TX, and the greater Austin are as well nationwide. Our clients come from different backgrounds, but our sweet spot is foreign-born individuals and families looking for a long-term trusted advisor.

Firm SEC/CRD #

305353

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Advisor SEC/CRD #

7114609

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    Disclaimer

    All information provided is for general information and illustration purposes only. Nothing contained in the material constitutes tax advice, a recommendation for purchase or sale of any security, investment advisory services or legal advice or an endorsement of any third party or such third party's views. Whenever there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals, or points of view outside Elgon Financial Advisors. Please contact us for more complete information based on your personal circumstances and to obtain personal individual planning/investment advice.

Contact:

5900 Balcones Drive
Austin, TX 78731

hello@elgonfa.com

(512) 609-0084

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