Elana Yaffe

Elana Yaffe

Financial Planning Specialist

I joined Alta Wealth Partners as a Financial Planning Specialist in March 2024. I collaborate with our advisory team to create, analyze, and present financial plans to clients. I graduated with a Bachelor of Science in Retailing and Consumer Sciences from the University of Arizona in 2017 and obtained my CERTIFIED FINANCIAL PLANNER™ certification in 2023. Before joining Alta, I worked at Merrill Lynch as a seasonal client associate before moving to the RIA space in 2018. In my free time, I enjoy spending time with friends and family, traveling, watching sports, and anything involving animals. I currently volunteer at a wildlife rescue and rehabilitation center for native California species.