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Elaine M. Shanley, CFP®, AIF®, CDFA®

Elaine M. Shanley, CFP®, AIF®, CDFA®

Partner

Elaine joined FinanceForward (formerly Young & Company) in 1998 and became Partner in 2003. She provides comprehensive wealth management services and is licensed in life, health, disability, and long-term care insurance, helping clients navigate every stage of their financial journey. She is a Certified Financial Planner® (CFP®) professional, holds the Accredited Investment Fiduciary® (AIF®) designation, and is a Certified Divorce Financial Analyst® (CDFA®), allowing her to provide specialized guidance during life's most significant financial transitions.

Elaine has been recognized as a Women's Choice Award recipient from 2014–2026.* She earned a Bachelor of Science in Finance from Notre Dame of Maryland University and a Master of Business Administration (MBA) in Finance from the University of Baltimore. She holds the Series 7** and Series 66 securities registrations through LPL Financial and Private Advisor Group and is registered as an Investment Advisor Representative with Private Advisor Group.

Outside the office, Elaine enjoys spending time outdoors, creating memories with her family, and giving back through volunteer work. She believes meaningful relationships are the foundation of both strong financial planning and a thriving community.

*The Women's Choice Award® by WomenCertified Inc. is a recognition award for advisors who provide quality service to their female clients. The Award is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history. Financial advisors may have paid a basic program fee to cover the cost of comprehensive review and client survey.

**Series 7 securities registration held through LPL Financial and Series 66 registration held through both LPL Financial and Private Advisor Group.

Disclosures