Elena Peerson Arroyo
Client Engagement Manager
Years of experience: 4+
BrokerCheck: Check the background of this investment professional on FINRA’s BrokerCheck
Designations and Certifications: Certified Plan Fiduciary Advisor (CPFA), Series 7 and 63 registrations held with LPL Financial, Series 65 registration held with LPL Financial and Global Retirement Partners
Education: The George Washington University and Central European University
Areas of Expertise: Financial Planning Assistance, Retirement Education
Speaking Topics: Financial Wellness, Retirement Readiness, Family Finance
Elena is a multilingual educational specialist with a demonstrated track record working in the financial services industry. She passionately assists clients of all backgrounds to help them seek to understand their financial opportunities, secure their future, and protect their loved ones. As Client Engagement Manager, Elena is responsible for managing relationships with our retirement plan participants and delivering customized financial planning and retirement educational programs.
Fun Fact: Elena speaks five languages and is a highly talented Moravian dancer. She is also the developer of What’s Your Retirement IQ, an interactive game that aims to improve financial awareness.
Personal Information: Elena lives in Washington, DC with her husband Jon and their dog Miloš (named after a character appearing on Seinfeld).