REDW Promotes Robert Elzholz to Wealth Management Principal in Phoenix
By Alison Bailin -
Friday Jan 06, 2023
REDW LLC, one of the Southwestâ€™s 10 largest certified public accounting and advisory firms, is proudly announcing Robert Elzholz CFPÂ®, CRPCÂ®, AIFÂ®, AAMSÂ®, has been promoted to Principal in the firmâ€™s Wealth Management practice and will continue leading the team in REDWâ€™s fast-growing Phoenix office.
â€œRob 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,â€ says Paul Madrid, REDW Wealth Management Principal and Practice Leader. â€œThroughout 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.â€
Rob has been leading the firmâ€™s Phoenix Wealth Management practice since 2019. As Principal, he will nurture expansion of REDWâ€™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, Rob will also continue to advocate for clients in other states as a fee-only fiduciary advisor.
â€œFor 26 years, REDWâ€™s trusted Wealth Management advisors have helped our clients cultivate solid financial practices,â€ says Rob. â€œWeâ€™re committed to helping our clients navigate reasonable investments and costs andâ€”for our plan sponsor clientsâ€”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.â€
Rob 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, Rob 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. He earned his bachelorâ€™s degree from DeVry University, and in addition to being a CERTIFIED FINANCIAL PLANNERâ„¢, is an Accredited Investment Fiduciary (AIFÂ®), designated Chartered Retirement Planning Counselor (CRPCÂ®), and an Accredited Asset Management Specialist (AAMSÂ®). He is also Series 65 licensed. Active in the industry, Rob serves on the board of directors of the Western Pension & Benefits Councilâ€™s Phoenix Chapter, is on the finance committee for Cancer Support Community Arizona, and is a member of the Phoenix CFA Society.
â€œRob has been pivotal in building our Wealth Management practice in Phoenix,â€ says Steve Cogan, REDW Managing Principal, â€œenhancing 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 REDWâ€™s strategic expansion across the Southwest. Weâ€™re excited for this next step for Rob and the difference his leadership will make for our dedicated Wealth Management team in Phoenix.â€