REDW LLC, one of the Southwest’s 10 largest certified public accounting and advisory firms, is proudly announcing Robert Elzholz CFP®, CRPC®, AIF®, AAMS®, has been promoted to Principal in the firm’s Wealth Management practice and will continue leading the team in REDW’s fast-growing Phoenix office.
“Rob is a transformational leader and a natural relationship-builder, as adept at the technical aspects of the field as he is in client service and innovation,” says Paul Madrid, REDW Wealth Management Principal and Practice Leader.
“Throughout his career, he has dedicated his expertise to client service and has built deep connections in the community and in the industries of wealth management and investments. Since joining the firm, he has strategically worked to grow the Wealth Management team in Phoenix, attracting and retaining high-value team members and enhancing client experience at REDW.”
Elzholz has been leading the firm’s Phoenix Wealth Management practice since 2019. As Principal, he will nurture expansion of REDW’s expert support to retirement plan providers in the Phoenix area, helping them to meet their compliance and fiduciary duties, and to educate their 401(k) participants on targeting meaningful growth. In his elevated leadership role, Elzholz will also continue to advocate for clients in other states as a fee-only fiduciary advisor.
“For 26 years, REDW’s trusted Wealth Management advisors have helped our clients cultivate solid financial practices,” says Elzholz.
We’re committed to helping our clients navigate reasonable investments and costs and—for our plan sponsor clients—those choices that will enable their participants to target meaningful growth for retirement.
In the year ahead, I am looking forward to spreading peace of mind and solutions to our clients, prospective clients, team members, and community.
Elzholz has more than 15 years of experience customizing financial, estate, and income planning solutions for a variety of clients, including private and public companies, Native American tribes, family-owned businesses, and individuals. Prior to joining REDW in 2013, he worked as a Portfolio Manager for Stellar Capital Management and as a Financial Advisor for both JPMorgan Chase & Co. and E&K Financial Services LLC. Elzholz earned his bachelor’s degree from DeVry University, and in addition to being a CERTIFIED FINANCIAL PLANNER™, is an Accredited Investment Fiduciary (AIF®), designated Chartered Retirement Planning Counselor (CRPC®), and an Accredited Asset Management Specialist (AAMS®). He is also Series 65 licensed. Active in the industry, Elzholz serves on the board of directors of the Western Pension & Benefits Council’s Phoenix Chapter, is on the finance committee for Cancer Support Community Arizona, and is a member of the Phoenix CFA Society.
“Rob has been pivotal in building our Wealth Management practice in Phoenix,” says Steve Cogan, REDW Managing Principal, “enhancing our client experience and coaching our team members in building active, healthy client relationships. Continuing to advocate for our clients, he will responsibly work with the practice, and the firm at large, to sustain REDW’s strategic expansion across the Southwest. We’re excited for this next step for Rob and the difference his leadership will make for our dedicated Wealth Management team in Phoenix.”
About REDW Wealth Management (REDW Wealth LLC):
Founded in 1997, REDW Wealth LLC is an SEC-registered investment advisory firm subsidiary of REDW LLC. Headquartered in Albuquerque, NM and with an office Phoenix, AZ, the REDW Wealth team provides financial planning, investment management and consulting, and estate planning services to individuals, families, businesses, institutions, and tribal entities. For more about REDW Wealth Management, visit REDW.com or follow us on linkedin.com/company/redw-wealth-llc and twitter.com/REDWWealth.
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