I provide comprehensive financial advice tailored to your specific needs and objectives. I take the time to understand your goals and aspirations for you and your family. I utilize a well-defined, disciplined process to create asset protection and investment strategies that work together to help you achieve the things you truly want.
Whether you are just starting your professional life, settling into retirement or somewhere in between, I can help you manage the multiple aspects of your finances in a thoughtful, goal-focused manner. My “life stage” approach enables me to assure that your strategy is evolving with each new phase of your life including marriage, divorce, children, loss of a spouse, job change, retirement and legacy planning.
Specific areas of focus include investment management, asset protection including life and disability insurance, education funding, retirement planning and estate planning. I work to make sure you have the knowledge and understanding to make informed decisions with confidence and I am committed to providing personal support and quality service throughout our working relationship.
About Elvin Spaho
Elvin has focused his years of interest in finance and investing into his career as a financial services representative. During his time at MetLife, Elvin was recognized for the work he did on behalf of his clients by earning MetLife’s Leaders Conference from 2009-2015.
Elvin has earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) certification, a recognized standard of excellence in the financial services industry. In addition, he is a member of the National Association of Insurance and Financial Advisors (NAIFA.) He has also qualified for the Million Dollar Round Table, recognized internationally as the standard of sales excellence in the life insurance and financial services business.
Elvin earned a bachelor’s degree in finance from Post University where he was awarded the “Excellence in Finance” award. He also received his masters of business administration, magna cum laude, from the University of New Haven. He is active in both schools’ alumni associations. In addition, Elvin supports numerous community programs and is a member of the Albanian American Association. Elvin is a resident of Middlebury, Connecticut.
I am licensed and registered to offer products and services in CT. Licenses and registrations will vary.
Domiciled in CT.
CA Insurance Lic # 4068712
Check the background of this investment professional on FINRA’s BrokerCheck