Elie E. Engler, ChFC®, CFP®, RICP®

Elie Engler is passionate about making a positive, lasting impact on the lives of those he serves. As a financial professional, mentor, and active member of the Jewish community in Atlanta, Elie is committed to helping individuals and families gain clarity, confidence, and comfort in their financial lives. 

Elie is known for simplifying complex financial matters and guiding clients through both short- and long-term planning. His approach centers on education and organization, with a focus on protection, cash flow, savings, and long-term strategies designed to help clients make informed decisions that support their financial future. He is committed to always acting in his clients’ best interest. 

A Living Balance Sheet® Faculty Member and owner of Physician Financial Group, Elie is a frequent speaker across the industry. He's been quoted in the Wall Street Journal as a subject-matter expert. With a strong passion for giving back, Elie also mentors and trains advisors around the country. 

Elie holds the Certified Financial Planner™ (CFP®), Chartered Financial Consultant® (ChFC®), and Retirement Income Certified Professional® (RICP®) designations. He is qualified to advise clients in financial planning, retirement, taxes, insurance, and estate planning. 

Throughout his career, Elie has earned numerous awards recognizing his commitment to excellence, production, and client service, including multiple Guardian Executive Club honors, MDRT Top of the Table and Court of the Table qualifications, Five Star Wealth Manager recognition, and NAIFA-Atlanta’s Top 40 Advisors Under 40. 

Family is at the center of Elie’s life. He lives in Sandy Springs with his wife, Elisheva, three kids, and a rescue dog. Elie devotes countless hours to volunteering within the community, including board and committee involvement. A graduate of the University of Wisconsin–Madison, he remains a proud Badger.  

Education, Training, Memberships 

• Licensed Registered Representative and Financial Advisor with Park Avenue Securities, LLC (PAS)
• National Association of Insurance and Financial Advisors (NAIFA), Atlanta Chapter
• University of Wisconsin, Madison, Bachelor of Science, 2005
• Nativ College Leadership Program in Israel, The Hebrew University of Jerusalem, 2001-2002
• The American College, CERTIFIED FINANCIAL PLANNER^TMprofessional (CFP®) 
• The American College, Chartered Financial Consultant (ChFC®)
• The American College, Retirement Income Certified Professional (RICP®)
• The Living Balance Sheet® Faculty Member

 Recognition  

• Five Star Wealth Manager Award, 2015-2022**
• Named one of “NAIFA-Atlanta’s Top 40 Advisors Under 40”, 2011-2013 and 2015-2022****
• Million Dollar Round Table (MDRT), 2014-2015***
• MDRT Court of The Table, 2020
• MDRT Top of The Table, 2020-2022
• Guardian Executive Club, 2018, 2020, 2021, 2022, 2023, 2024*
• Guardian Disability Insurance Inner Circle, 2017-2020, 2022-2025*
• Guardian Leaders Club, 2016-2025*
• Centurion Award, 2014, 2016, 2017, and 2020*
• 40 Under 40, Atlanta Jewish Times, 2019-2020

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 900 ASHWOOD PARKWAY, SUITE 400, ATLANTA GA, 30338, 770-3902600. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Ashford Advisors, Inc. is not an affiliate or subsidiary of PAS or Guardian. Ashford Advisors, Inc. is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. CA Insurance License Number - 0H26067. *Guardian endorses and establishes the criteria for this award/ recognition. *This award is not issued or endorsed by Guardian or its subsidiaries. The annual Five Star Wealth Manager Award 2022 is based on criteria developed and obtained by Five Star Professional. No compensation has been provided by the adviser in connection with obtaining or using the third-party award. ***Million Dollar Round Table is endorsed by but not affiliated with Guardian or its subsidiaries. Applicants must annually qualify for membership based on productivity and pay an annual fee. ****National Association of Insurance and Financial Advisors is endorsed by but not affiliated with Guardian or its subsidiaries. Members must pay an annual fee.   

Team Members

• Jenny Hosch
• Lesly Gregory
• Kim Morris