Elias Chaikin CFP®

Anchor Certified Planners Group

Originally from California, Elias decided to enter the personal financial planning field in 2012 and continued his education focusing on obtaining his Certified Financial Planner (CFP) credential. Prior to joining Anchor Group, Elias worked as a financial analyst for Lincoln Financial Advisors specializing in retirement distribution planning and hospital executive retirement plans.

Elias has a passion for developing and growing the community he works in. He is currently involved with the local Toastmasters chapter, the United Way Money Smart program, and One for Volusia. He has a belief that helping those who desire to help themselves is the key to being personally and professionally successful.

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Services Offered

  • Retirement Planning

  • Estate Planning

  • Investments

  • Insurance

  • Social Security Planning

  • Risk Management Planning

  • Business Succession Planning

Business Information

About PBG

The Preferred Business Group (PBG) is a professional leads group that co-ordinates a provision for businesses through one consistent form of contact.

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