DEDICATED
COMPASSIONATE
EXPERIENCED
VAST RESOURCES
ROLE MODELS
Miami, FL 33155
(305) 665-2130 (office)
(305) 665-3504 (fax)
Info@siegelplanners.com
Your Team
Dedicated. Compassionate. Experienced.
What is the academic training... what industry involvement is there... what is the commitment to the future of financial planning...
how long has the team been at this work... am I like their other clients...
First and foremost, Ellen R. Siegel & Associates is a team dedicated to serving our clients with stellar service and sound financial planning. We bring a wealth of business experience and civic involvement to our work of helping clients achieve their dreams.
While our firm taps into the power of LPL's over 1,100 national research, compliance, back office, financial and estate planning consultants, your local professionals are:
Ellen Siegel has been a financial planner for two decades and a financial educator for three. She is a fee-based
CERTIFIED FINANCIAL PLANNER™ practitioner, a Chartered Financial Consultant and a Chartered Life Underwriter. Ellen is a registered
representative with and offers financial planning services and securities through LPL Financial (LPL).
She taught the Personal Financial Planning to CFP® students at the University of Miami, and has taught for Nova Southeastern University, the American College, and the College for Financial Planning. She is a frequent lecturer for the Financial Planning Association and various civic groups. She served on the national committee creating the questions for the credentialing exam for the CFP® designation, as well as the job analysis task force for the national Certified Financial Planner Board of Standards.
Ellen holds a Masters degree from Goddard College. She is a NASD licensed principal with LPL Financial, and a Florida licensed life, health, and variable annuity insurance agent. She is a past board member of the Miami Association of Insurance and Financial Advisors and the Miami Chapter of the Society of Financial Service Professionals. She is a founding member of the Miami chapter of Women in Financial Services.
Her civic commitments include current board membership of the local Financial Planning Association, and the South Florida National Park Foundation Trust, and past service on the boards of Temple Beth Or, and the Girl Scout Council of Tropical Florida.
An enthusiastic outdoors lover, she is an active volunteer park ranger and naturalist in Everglades National Park, leading canoe and hiking adventures for adults and children. At home, she enjoys entertaining friends, playing with her dog and cat, and reading murder mysteries.
Workshops: click here for information about current financial and environmental workshops
Karen Caselli has almost two decades of experience in the bank brokerage industry as well as financial planning.
She obtained her CFP® designation in 1996, and her series 6 license in 1992. Karen holds a BS in Business Administration and Finance from
the University of South Carolina.
In her spare time, Karen enjoys physical fitness and outdoor activities including walking, cycling, hiking, kayaking, and strength training. She also likes music, cooking and spending time with her family.
If given a magic wand to change the world, Karen would ensure that children everywhere have access to a free foundation of education. Of course, this would be after curing all physical and mental suffering, eliminating poverty, saving the environment, and bringing world peace!
We are delighted to welcome Matt Solomon to your service team. Matt will be putting his two degrees (in management information systems, and finance) to good use on your behalf. Matt has previous investment advisory experience with Morgan Stanley in Washington D.C., West Palm Beach, and Miami. He also worked on the commodities exchange in New York. He is in charge of office operations, client service and new accounts. In addition, he will be expanding our use of technology to streamline our planning activities.
About LPL Financial (LPL)
Click here to see video about LPL Financial.
Ellen R. Siegel & Associates are proud to be in association with LPL Financial and the valuable research and financial planning resources they provide our clients.
LPL Financial Services is the nation's leading independent brokerage firm without proprietary investment products. Through a national network of over 6,200 advisors, LPL provides its clients investment advice and access to products from many of the nation's leading investment companies.
Over 1,000,000 individual and institutional investors nationwide rely on LPL Financial Advisors to help them meet their investment goals. Investors place more than $100 billion annually with LPL Financial Advisors.
Before LPL Financial Advisors make investment recommendations, they first work to fully understand their clients' needs. Together, LPL Financial Advisors and their clients analyze, evaluate, and plan for long-term capital accumulation and appreciation of assets, making use of a wide variety of investment products.
