About My Practice
As Director of Wealth Planning Services, Elaine King provides families with planning strategies by helping clients understand, organize and manage their wealth around an actionable strategy. Her multi-faceted role includes advising on retirement planning, saving for educational needs, estate planning, family meetings and financial competency programs for children & women.
Elaine is the author of the book “Family and Money Matters” Life Lessons for the New Generation. She frequently appears in CBS and Univision and has been quoted by The Wall Street Journal, The Journal of Financial Planning, Time Magazine, Smart Money Magazine, Business Week, Financial Advisor, The Financial Planning Magazine, The Miami Herald, Miami Today, Sun Sentinel, The Real Estate Journal, Hispanic Business, and other national news organizations. Ms. King also mentors children for Educate Tomorrow, and supports CIMA, a shelter for homeless children, in her native Peru.
Elaine has worked and studied in Austria, Canada, Japan, Mexico, Peru and throughout the United States. Prior to joining WE family office as Director of Family Education and Governance, she was VP of Bessemer Trust's $88 billion family office and Director of Gibraltar Private's Planning Institute, she also worked as an advisor for The Royal Bank of Scotland (US division) $8 billion investment service where she evaluated client portfolios and personalized recommendations to meet client’s objectives. In a similar role at Citigroup, Elaine served in a sales management capacity for a $13 billion investment advisory service.
She has an International Business degree from St. Mary’s University and an International Management Masters degree from Thunderbird, The Garvin School of International Management. She also completed a Graduate Program at the Bowen Center for the Study of the Family in Georgetown. Elaine is a Florida Supreme Court Certified Family Mediator, a Certified Financial Planner® professional and a Certified Divorce Financial Analyst™. She is the President for the Miami-Dade Financial Planning Association and serves for the Board of the Family Collaborative Law Institute.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - CDFA (Certified Divorce Financial Analyst)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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