Elijah W. Essa
ESSA FINANCIAL LLC
LOUISVILLE, KY 40206
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CRD#: 6914115
Professional summary
Elijah W Essa, CFP® is a registered financial advisor currently at ESSA FINANCIAL LLC located in Louisville, Kentucky.
Elijah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Elijah has worked at 2 firms and has passed the Series 65 exam.
Biography
Elijah resides in Louisville with his wife, Sarah and dog, Landon. Aside from financial planning, he is passionate about playing and listening to music of all genres. He also enjoys running, eating at local restaurants, playing Nintendo games, and of course, spending time with friends and family.
Question & Answer
What are your service offerings?
Education Planning
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Retirement Income Management
Insurance Planning
Retirement Planning
Estate Planning
Tax Planning
Investment Planning
Do you have an area of expertise or specialization?
Charitable Giving
Investment Advice with Ongoing...
Millennials
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
Tax Planning
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Mr. Essa currently works about 120 hours a month at Coats Financial Planning as a financial planner, providing comprehensive financial advice on a fee-only basis to individuals and families. He also works 20 hours a month as an Adjunct Professor teaching Introductory Financial Planning classes at Western Kentucky University (WKU) and 20 hours a month teaching Introductory Financial Planning classes at the University of Louisville (UofL). He was also appointed to the Board of Directors of Washington Mutual Fire Insurance Association, succeeding his late father's position. The Washington Mutual duties consist of attending a monthly board meeting and helping make business decisions, and takes about 2 hours a month. Mr. Essa is also currently working on his on financial planning business, Essa Financial LLC, fully operational 1H2025. About five hours per week of other business activities occur during securities trading hours. Positions and titles for each of these businesses, along with start dates and whether they are investment-related, are detailed in the Employment History section. Addresses for the other businesses are below: Coats Financial Planning: 139 S English Station Road, Suite 230, Louisville, KY 40245 University of Louisville: 2301 S 3rd Street, Louisville, KY 40292 Western Kentucky University: 1906 College Heights Boulevard, Bowling Green, KY 42101 Washing Mutual Fire Insurance Association: 3304 Frankfort Avenue, Louisville, KY 40206
CRS (Client Relationship Summary) - RIA
Click below to view Elijah W Essa's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2019
Experience
Current
January 22, 2025 - Present
ESSA FINANCIAL LLC
Office #1: 1864 Frankfort Avenue Suite #206, Louisville, KY 40206RIA
CRD#: 333509
LOUISVILLE, KY
Past
February 17, 2018 - April 30, 2025
COATS FINANCIAL PLANNING
RIA
CRD#: 122135
LOUISVILLE, KY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Kentucky(1/22/2025)
Current Firm
EF
ESSA FINANCIAL LLC
ESSA FINANCIAL LLC
CRD#: 333509 / SEC#:
Kentucky
Registered Investment Advisory firm - (1/22/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1864 Frankfort Avenue Suite #206, Louisville, KY 40206
Mailing Address
Phone number
(502) 469-7390
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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Company Information
ESSA FINANCIAL LLC
CRD#: 333509Louisville, KY 40206TRUST BUT VERIFY
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