Ellen G. Brodkin, MBA, CLU, ChFC
Financial Consultant
As an Equitable Advisors Financial Professional, I am dedicated to helping individuals and businesses build their financial futures.
During over 30 years in financial services, I've continually worked to stay on top of my field and develop my professional skills. This includes participating in ongoing continuing education, as well as completing the curriculum and passing the rigorous exams for the:
- Chartered Life Underwriter (CLU)
- Chartered Financial Consultant (ChFC)
- FINRA licenses: Series 6, Series 7, Series 63 and Series 65
My academic background includes:
- Bachelor of Science Degree in Marketing from the Wharton School of the University of Pennsylvania
- MBA from Temple University
My education, years of business experience, and professional affiliations enable me to offer my clients innovative yet practical strategies to meet their financial goals. I take a consultative approach, and work hard to ensure that my clients fully understand the strategies and products recommended to help secure their financial futures.
I enjoy reading, rooting for Philadelphia sports teams (especially the Phillies), and spending time with my children and grandchildren. A lifelong resident of the Philadelphia area, I reside in Bala Cynwyd, PA with my husband, Jeffrey.
I look forward to working with you.
Schedule a meeting with me