Elaine B. Rich, CFP®
In her role as a CERTIFIED FINANCIAL PLANNER™ practitioner or CFP®, Elaine provides comprehensive wealth management and portfolio management for retirees, independent professionals, executives, and inheritors. One emphasis of her practice has involved her work with women. Many of these clients are newly single, recently placed in charge of an estate or generally find themselves in unchartered financial territory, in need of an advisor that they can trust. Elaine’s passion lies in helping others navigate the complex world of financial planning. This will often involve her lending the professional expertise that makes the difference for a client mired in the unforeseen details of a life-changing event.
In addition to being listed in In-Business Magazine’s Executive Directory, Elaine’s planning advice has been featured in Family Money Magazine, Wisconsin Women Magazine, and on local television.
Before co-founding EnRich Financial Partners, Elaine was a Vice President at M.P. Merrill & Associates, Inc., a fee-only financial advisory services firm in Madison. At M.P. Merrill & Associates Elaine was closely mentored by Mary P. Merrill, a nationally recognized fee-only financial advisor and author.
Elaine holds a degree in Business Administration from the University of Wisconsin-Madison, with a major in Finance and Investments.