Elena Song has always had a strong desire to help people. As a financial advisor at Team Hewins, she is energized by working with her team to empower clients to have confidence in their financial lives. Our collaborative approach to guiding clients resonates strongly with Elena, who believes “great ideas are created in teamwork.”
Having prepared her share of client tax returns in the past, Elena has a special appreciation for the importance of taxes to a client’s overall financial picture. She has a deep understanding of tax regulations and is pursuing the CPA credential to enrich the holistic planning she offers clients.
Elena has over 10 years’ experience in the investment advisory business, and was previously with Aegis Wealth Management, LLC and WESCAP Management Group, Inc. Her wide-ranging background in operations, client service and planning provides valuable experience for her career as a financial advisor.
Elena also spent four years in Kampala, Uganda, where she was a Consular Assistant at the US Embassy. Her experience there resulted in an ongoing commitment to help orphans in that country. She is proficient in Russian and has a basic knowledge of Korean.
Elena graduated Magna Cum Laude from California State University, Los Angeles with a Bachelor of Science in Economics and a Master of Arts in Financial Economics. She has earned the CERTIFIED FINANCIAL PLANNER™ certification and is an active member of the Financial Planning Association (FPA).
When not working, Elena can be found spending time at home with her husband and Labrador, Rook. She enjoys gardening, and Sundays in the fall find her rooting for the Pittsburg Steelers.
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