Elliot Chokka , Bba
About Elliot Chokka , Bba
Elliot Chokka is an Associate Consultant at Richard Wutzke Private Wealth Management, where he has worked since 2016. He specializes in creating customized financial plans and has successfully assisted numerous clients in achieving their financial goals.
Work at IG Wealth Management
Elliot Chokka has served as an Associate Consultant at Richard Wutzke Private Wealth Management, a division of IG Wealth Management, since 2016. In this role, he collaborates with a multidisciplinary team to deliver tailored wealth planning solutions to clients in Sherwood Park. His responsibilities include developing customized financial plans that encompass various financial disciplines, such as investments, retirement, cash flow planning, tax planning, estate planning, and insurance.
Education and Expertise
Elliot Chokka earned a Bachelor of Business Administration (BBA) from Burman University, where he studied Management from 2012 to 2016. His academic background provides a strong foundation for his work in financial planning and wealth management. Chokka's expertise lies in creating comprehensive financial strategies that address the diverse needs of his clients.
Background
Prior to his current role, Elliot Chokka gained experience in various positions. He worked as an Intern Market Research Analyst at The Ranch Golf and Country Club for five months in 2015. Additionally, he served as a Line Cook at the same establishment from 2012 to 2016. During his time at Burman University, he held the position of Student Association Financial Vice President for eight months in 2015-2016, where he managed financial matters for the student body.
Achievements
Elliot Chokka has played a significant role in helping clients achieve their financial goals. He has been instrumental in assisting 99 clients in effectively planning for their children's education through tailored financial strategies. His focus on integrating multiple financial disciplines ensures that clients receive comprehensive support in their wealth management journey.