We Work Together
We pool our knowledge, experience, and skills so we can offer you multi-disciplined perspectives and unparalleled service.
Profile

Elaina Serotte, CFP®, CDFA
Telephone sales for the Daily News when I was 12 years old.
I love to be outside! I love trail running, and hiking with my husband and daughters. When it’s raining or I need to unwind, I spend time practicing yoga or in my craft room being creative.
The Alchemist. I always have it on my bedside table. I read it multiple times per year and I always take away something new. My 10 year old daughter Sadie, read it this summer on vacation. It was so interesting to listen to her perspective.
I take a week each year to recharge and go backpacking in Jackson Hole Wyoming.
About Elaina
- Objective: Elaina’s goal is to be a Pathfinder for her clients, finding the optimal path for you to reach your goals. She starts by listening. Every new client engagement for Elaina begins with a thorough exploration of what you want to achieve, by when, and what other issues in your life might currently be affecting things. That way she can best bring her broad and deep experience to bear on your behalf. Then deliver unparalleled levels of service to ensure success.
- Snapshot: Elaina has almost 20 years of experience in financial services. She is especially adept and experienced at helping clients through times of transition. As a Certified Divorce Financial Analyst, she has helped many clients get through some very challenging situations.
Experience
- Wealth Advisor with Parallel for 2.5 years.
- Financial Advisor with MassMutual Financial Group for 13 years, working with individuals and families to create the right financial plans that each of their unique situations required.
- Principal and Senior Financial Advisor, Golub Group, where she spearheaded the creation of a vast professional network to expand the firms financial planning capabilities. She also implemented complex tax and legal strategies for clients.
Education
- University of Albany, New York, Economics and Philosophy
Affiliations & Boards
- Certified Financial Planner™ practitioner (CFP®
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Certified Divorce Financial Analyst (CDFA), Collaborative Divorce practitioner
