ELLI SCHOCHET, CFP
Elli Schochet has been in the insurance and financial-services industry since 1995. Before coming on board at AGB, he was the president of ESP Financial Group, a financial-planning firm specializing in tax-efficient insurance strategies and solutions.
ASSOCIATE SINCE: 2012
- Certified Financial Planner (CFP)
- Qualified for membership in the Million Dollar Round Table in 1999
- Became a Life Member in the Million Dollar Round Table in 2010
- Active member of Advocis, the financial advisors Association of Canada
- Sat on the board of Shomrai Shabbos Chevrah Mishnayos for several years