​Elefante Financial Services, led by Gary Elefante, CFP®, is an independent wealth management firm based in Durham, North Carolina. Founded in 2007, the firm offers a comprehensive range of services, including investment and asset allocation planning, retirement planning, life insurance analysis, education funding, estate planning, and small business retirement plans. Gary Elefante brings over two decades of experience in technology sales and sales management before transitioning into financial planning. He holds a bachelor’s degree in Economics from Rutgers University and an MBA in Finance from Fairleigh Dickinson University. As a CERTIFIED FINANCIAL PLANNER™ professional, Gary emphasizes a “planning first” approach, ensuring that clients’ goals and objectives are thoroughly understood before recommending any course of action. The firm operates as a Registered Investment Advisor under LPL Financial, a member of FINRA and SIPC, offering fee-based planning services tailored to each client’s unique needs.