Senior Wealth Associate, Wealth Advisory Team

Elena works closely with the BakerAvenue Wealth Advisory team based in San Francisco. She assists her team to deliver comprehensive financial solutions to our clients so they can reach both their short- and long-term financial goals. Elena is pursuing the CERTIFIED FINANCIAL PLANNER™ designation and she has recently passed the CFP® exam. Prior to joining BakerAvenue, she interned with the Financial Planning Association of San Francisco. As part of their virtual financial planning program, Elena acquired both theoretical and technical skills in personal finance. While studying in college, she also had the opportunity to serve clients at Bank of America, and intern at First Republic Bank on the Private Equity Loan team.

Making an Impact

Elena believes financial literacy should be taught from a young age. Last year she volunteered with OrangeNote, a nonprofit that empowers students by teaching them what matters in the real world. During tax season, Elena also volunteers as a tax preparer with VITA, a tax program founded by the IRS to help low-income individuals and families file their taxes at no cost.

A Secret About Elena

Not many know that Elena grew up in a small village in Moldova, on a large farmland with many domestic animals- including a horse named Dusea. During her childhood, she and her family used a carriage to travel around her village. In Moldova, Elena received her degree in teaching, as she loves helping others. She is looking forward to the opportunity to once again ride a horse along a coastal beach.

When you need to discuss your personal and professional life transitions, BakerAvenue is here for you.