Episode 105: Guest Karl Elsass realized he liked finance in college, earned licenses during summer breaks, and is President of Elsass Financial Group – continuing to serve one of his first clients 31 years later while looking to help next generation clients early in their career and life plans – drawing strength from helping others
Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession.
Karl Elsass is the president of Elsass Financial Group, Inc. in Wadsworth, Ohio, and joined Cambridge in 2003. He received his undergraduate degree from Bowling Green State University and his M.B.A. from the University of Akron, and was a 2014 Spirit of Cambridge honoree. Karl upholds values of caring, trust, and compassion when working with his clients. In his free time, Karl loves watching his kids enjoy their hobbies, including cross country, marching band, and soccer. Family is the most important thing in his life, and he cherishes spending time with his wife and two sons while running, hiking, and traveling. https://www.elsass-efg.com/
Elsass Financial Group, Inc. is located in Wadsworth, Ohio, and specializes in retirement planning, holistic wealth management, and estate planning. Karl and his team work to truly understand client needs and build comprehensive, unique plans to meet those needs through savings plans, investments, and an adaptable framework. Their goals are to provide quality services that last longer than a lifetime, supporting the generations to come through their client-focused service model, and to exceed client expectations through independence, continued learning, and compassion.
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Elsass Financial Group are not affiliated.
Testimonial statements and personal experience stories may not be representative of the experience of others and is no guarantee of future performance or success.
Cambridge Stronger – Hosted by Amy Webber