Advisor Profile

Eli Lerner, CFP®, is a Senior Associate, Wealth Management at Choreo in the Columbia, Maryland office, specializing in creating personalized investment strategies and comprehensive financial planning solutions. Eli is dedicated to helping individuals, families and businesses achieve their financial goals.

As a Certified Financial Planner, Eli brings an understanding of financial planning principles, including retirement planning, tax-efficient investing, estate planning, and risk management. His CFP® designation reflects his commitment to upholding the highest standards of integrity, professionalism, and ongoing education in the financial services industry.

Eli earned his Bachelor of Science in Finance from the University of Maryland Robert H. Smith School of Business, where he gained a strong foundation in financial analysis, portfolio management, and market dynamics. This academic background complements his experience and enhances his ability to guide clients through complex financial decisions.

Before joining Choreo, Eli was an Analyst at BDO Wealth, where he worked in portfolio management and conducted detailed financial analyses for families. He began his career as a Financial Representative at Merrill Lynch, where he worked with a wide range of clients, addressing diverse needs such as education funding, retirement planning, and wealth preservation.

Through his combination of advanced credentials, academic excellence and years of hands-on experience, Eli is equipped to deliver thoughtful, personalized advice that helps clients build and protect their financial futures.

PROFESSIONAL AFFILIATIONS AND DESIGNATIONS 

• CFP®

EDUCATION

• B.S. Finance, University of Maryland