Paul B. Elfner

CFP®, MS

I particularly enjoy tax planning and working with clients on fine-tuning their financial plans to pursue their goals and building relationships with them.

1869 Charter Lane Suite 302 Lancaster, PA 17601
717.393.9721

Paul has been involved in the financial services industry since 2013. He was a wealth advisor for Domani Wealth from 2014 until it joined with Savant in 2023.

Paul earned a bachelor of science degree in finance from Penn State University and a master of science degree in financial services from Saint Joseph’s University in Philadelphia. He is a CERTIFIED FINANCIAL PLANNER™ professional.

Paul is a member of the investment committee for the Pennsylvania Dutch Council of the Boy Scouts of America. He completed the Leadership Lancaster Core Class in 2023.

Paul enjoys going to the gym, golfing, and spending time with his goldendoodle, Piper. He likes to travel with his family, especially anywhere with a beach.


Education &
Designations

  • Penn State University
    Bachelor of Science in Finance
  • Saint Joseph’s University, Philadelphia
    Master of Science in Financial Services
  • CERTIFIED FINANCIAL PLANNER™ professional

Affiliations &
Community Service

  • Pennsylvania Dutch Council of the Boy Scouts of America – Investment Committee member
  • Leadership Lancaster

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.