Elias R. Dragon

Elias R. Dragon

CFP®, ChFC®, RICP®, CRPC, MBACoppell &
North Dallas, TX
P 972.393.0376 | F 972.393.0327

Professional and Community Activities

  • RICP® – Retirement Income Certified Professional®, July 2016
  • Barron’s Top Advisor Rankings: Texas 2014, 2015
  • Member – Financial Planning Association
  • Million Dollar Round Table – Lifetime Member
  • Member – Coppell Chamber of Commerce
  • Volunteer – Habitat for Humanity
  • Member – Exchange Club of Coppell, TX

Top Financial Advisors in Texas 2015Top Financial Advisors in Texas 2014

 

 

 

 

 

Family
Eli and his wife, Ann, have been married since 1988 and have three children. He is active in the community, loves gardening, and stays fit by running and working out regularly.

Business Philosophy
“I enjoy working with my clients in an effort to provide them ‘Peace of Mind’ during their retirement years. I truly value developing a long term personal relationship with them. When my clients enjoy their retirement years without worrying about their finances, then I have succeeded.” – Eli Dragon

Education

  • Certified Financial Planner (CFP) Designation, 2014
  • Chartered Financial Consultant (ChFC) Designation, 2002
  • MBA Business Administration University of North Texas, 1988
  • BS Electrical Engineering Cum Laude Ohio University, 1985

Business Experience

  • 2009 to Present – Senior Advisor, Money Matters with Ken Moraif
  • 1989 to Present – Own and Operate Financial Services Business
  • 1985 to 1989 – Electrical Engineer, Texas Instruments

WHAT’S ON YOUR MIND?

If it’s important to you, then it’s important to us.
That’s the way it should be among friends.


NATIONAL PRESS TURNS TO MONEY MATTERS FOR
INSIGHT ON ISSUES AFFECTING TODAY'S INVESTORS.
VIEW RECENT PRESS FEATURING KEN MORAIF:


  • CNBS
  • Forbs
  • Fox Business
  • Kiplinger
  • Market Watch
  • USA Today
  • US news
  • The wall street journal

TAKE THE FIRST STEPS ON THE PATH TO YOUR FINANCIAL PEACE OF MIND.