Elijah W Essa

Current Employers

Employment History

• 11/2016 → 05/2017
  Wku - Center For Financial Success
  Bowling Green, KY
• 05/2017 → 08/2017
  Coats Financial Planning
  Louisville, KY
• 08/2017 → 01/2018
  Walt Disney World
  Orlando, FL
• 01/2018 → 12/2022
  Coats Financial Planning
  Louisville, KY
• 01/2023 → Present
  Western Kentucky University
  Bowling Green, KY
• 01/2023 → Present
  Washington Mutual Fire Insurance
  Louisville, KY
• 01/2023 → Present
  Coats Financial Planning
  Louisville, KY
• 08/2024 → Present
  University Of Louisville
  Louisville, KY
• 10/2024 → Present
  Essa Financial Llc
  Louisville, KY

Previous Registrations

• 2018-02-17 → 2025-04-30
  Coats Financial Planning
  Louisville, KY

Other Businesses

Mr. Essa currently works about 120 hours a month at Coats Financial Planning as a financial planner, providing comprehensive financial advice on a fee-only basis to individuals and families. He also works 20 hours a month as an Adjunct Professor teaching Introductory Financial Planning classes at Western Kentucky University (WKU) and 20 hours a month teaching Introductory Financial Planning classes at the University of Louisville (UofL). He was also appointed to the Board of Directors of Washington Mutual Fire Insurance Association, succeeding his late father's position. The Washington Mutual duties consist of attending a monthly board meeting and helping make business decisions, and takes about 2 hours a month. Mr. Essa is also currently working on his on financial planning business, Essa Financial LLC, fully operational 1H2025. About five hours per week of other business activities occur during securities trading hours. Positions and titles for each of these businesses, along with start dates and whether they are investment-related, are detailed in the Employment History section. Addresses for the other businesses are below: Coats Financial Planning: 139 S English Station Road, Suite 230, Louisville, KY 40245 University of Louisville: 2301 S 3rd Street, Louisville, KY 40292 Western Kentucky University: 1906 College Heights Boulevard, Bowling Green, KY 42101 Washing Mutual Fire Insurance Association: 3304 Frankfort Avenue, Louisville, KY 40206

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-08-03

Designations