Elinoa Shifra Witkin

Employer firm

Compound Planning, Inc. CRD 171787

$4.85B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2023 → 12/2024
  Executive Benefit
  Beverly Hills, CA
• 12/2024 → Present
  Compound Planning
  New York, NY
• 07/2021 → 08/2021
  Camp Hillel
  Beverly Hills, CA
• 09/2017 → 06/2021
  Bais Yaakov School For Girls
  Los Angeles, CA
• 09/2014 → 08/2017
  Yeshiva Aharon Yaakov Ohr Eliyah
  Los Angeles, CA
• 10/2021 → 05/2023
  Santa Monica Community College
  Santa Monica, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-05-06