Elias Friedman, CFP®
Moving forward confidently toward your wealth goals.
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Serving Clients Nationwide
Moving forward confidently toward your wealth goals.
Areas of Focus
- Estate Planning
- Financial Life Planning
- Insurance
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About Elias Friedman, CFP®
With over 30 years of experience in the financial services industry, Elias Friedman achieved a distinguished career by providing exceptional personal service and putting his clients’ interests first.Providing advice since 1991, Elias manages assets for individuals, trusts, retirement plans, charitable organizations and businesses. Through a long-term investment approach, Elias helps clients develop and implement strategies for building wealth and pursuing their goals.
Before joining a predecessor firm of Wells Fargo Advisors, in 2000, Elias served as Vice President for Sun Life Financial. Elias received his CERTIFIED FINANCIAL PLANNER® certification in 2010. In addition to the Series 65 registration, Elias holds life, health and annuity insurance licenses. His mission is to provide objective and timely financial advice and guidance – with the highest level of professional service – in building and preserving wealth for his clients.
A Chicago native, Elias earned a Bachelor of Arts degree in Economics from University of Wisconsin – Madison and completed his CFP® coursework at DePaul University.
Outside of the office, Elias enjoys boating, cooking, and spending time with his wife Shelly, daughters Emma and Julia and a dog named Dotty. Elias and his family are actively involved with civic and community organizations in the community.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Primary Location
1101 Perimeter Drive, Suite 250 Schaumburg, IL 60173
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Percentage of Assets Managed
What to expect in the first meeting
Call us or click the 'Book Intro Call' button above and complete the brief form to schedule an introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Kadima Wealth
At Kadima Wealth, we make our clients our first and most important priority. Our firm name means “forward,” and that idea is the north star for how we operate. We will work to earn your trust and develop personalized wealth management plans to help you move forward with confidence.Forward-Thinking Guidance
Wealth means something different to everyone. We get to know you on a personal level so we can understand your goals for the future. Kadima Wealth is committed to working with you on comprehensive, customized wealth management plans.
Our specialties range from retirement planning to investment allocation, business transitions, and leaving a charitable legacy. Whatever your goals for the future may be, we are here to help you move forward.
Services We Offer
Kadima Wealth is powered by Mariner, allowing us to leverage the expertise of seasoned professionals in tax, trust, estate planning, investments, retirement planning, and insurance. Additionally, Mariner’s support in technology, compliance, and operations allows us to focus more on what truly matters – building strong, lasting relationships with you.
A Message From the Founder:
My name is Elias Friedman, and I founded Kadima Wealth to put clients first. “Kadima” means “forward,” and I believe in moving toward your goals and your aspirations—partnering with you to look toward the future.
Today, I’m living the American dream, but it’s been a journey of relentless hard work and perseverance to overcome adversity. I became the first in my family to graduate college. I believe in the value of grit and determination. My entire career has been dedicated to listening and partnering with my clients. I know how hard it is to save and invest, but that kind of commitment to your financial well being will serve you and your family well.
With my firm, I seek to serve clients of all different backgrounds and financial circumstances. I gravitate toward people who also know the value of hard work and who are looking for someone to trust with their financial questions and goals.
If you’re looking for an advisor who puts your needs before his own, let’s move forward together.
Mariner is a brand utilized by Mariner Platform Solutions (“MPS”), an SEC registered investment adviser. Investment advisory services are offered through Investment Adviser Representatives (“IAR”) registered with MPS.
The IAR associated with MPS maintains a separate business entity, Kadima Wealth, through which they market their services. The separate business entity is not owned, controlled by, or affiliated with MPS and is not registered with the SEC. For additional information about MPS, including fees and services, please contact MPS or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Registration of an investment adviser does not imply a certain level of skill or training.
Education
University of Wisconsin, Bachelor of Arts, Economics
Hobbies and Interests
- Boating
- Cooking
- Family
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Gen Y / Millennials
- Intergenerational Families
- Living in Retirement
- Parents
- Young Families
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