Elias R. Dragon

CFP®, ChFC®, RICP®, CRPC®, MBA
P 972.393.0376 | F 972.393.0327

EMAIL
 

“I enjoy working with my clients in an effort to provide them ‘Peace of Mind’ during their retirement years. I truly value developing a long term personal relationship with them. When my clients enjoy their retirement years without worrying about their finances, then I have succeeded.”

 

Awards & Recognition

  • Five Star Wealth Manager Award Winner

Professional and Community Activities

  • Barron’s Top Advisor Rankings: Texas 2014, 2015

  • Member – Financial Planning Association

  • Million Dollar Round Table – Lifetime Member

  • Member – Coppell Chamber of Commerce

  • Volunteer – Habitat for Humanity

  • Member – Exchange Club of Coppell, TX

 

Family
Eli and his wife, Ann, have been married since 1988 and have three children. He is active in the community, loves gardening, and stays fit by running and working out regularly.

Education

  • CERTIFIED FINANCIAL PLANNER™

  • Retirement Income Certified Professional®

  • Chartered Retirement Planning Counselor℠

  • Chartered Financial Consultant®

  • MBA Business Administration, University of North Texas

  • BS Electrical Engineering Cum Laude, Ohio University

Business Experience

  • CEO/Financial Advisor, Main Street Retirement Planning

  • Senior Advisor, Money Matters with Ken Moraif / Retirement Planners of America

  • Financial Advisor, Cambridge Investment Research Advisors. Inc.

  • Electrical Engineer, Texas Instruments