Elaine M. Shanley, CFP®, AIF®, CDFA®


Elaine joined FinanceForward (formerly Young & Company) in 1998 and became Partner in 2003. She is proficient in all areas of wealth management and is licensed for life, health, disability, and long term care insurance. She is a Certified Financial Planner® practitioner, holds the Accredited Investment Fiduciary® (AIF®) designation for retirement plans as well as the Certified Divorce Financial Analyst® (CDFA®) designation, and is recognized as a Woman's Choice Award recipient for 2014-2023* Financial Advisor. Elaine holds a  bachelor's degree in Finance from the Notre Dame University of Maryland, a Masters of Business Administration in Finance from the University of Baltimore, and her Series 7, and 63 securities registrations held with LPL Financial and Series 65 held with Private Advisor Group.  She is registered as an Investment Advisor Representative with Private Advisor Group.

*The Women's Choice Award® by WomenCertified Inc. is a recognition award for advisors who provide quality service to their female clients. The Award is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history. Financial advisors may have paid a basic program fee to cover the cost of comprehensive review and client survey.