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Elena Smirnov-Otis, TEP CFP CLU

Asset Protection and Tax Mitigation Focused Financial Planner; Chief Impact Officer/Board Member at ZypLine Services, Inc

Elena Smirnov-Otis, TEP CFP CLU, is the Founder and Principal of a boutique Financial Planning firm, specializing in advanced financial planning strategies and sophisticated life insurance-based solutions for families, businesses, trusts, and individuals with significant wealth across the USA and internationally. Elena's focus lies in asset protection and tax mitigation strategies, utilizing institutional and foreign life insurance solutions. Her expertise spans various areas including wealth transfer, legacy planning, succession planning, and tax mitigation for clients with assets in multiple jurisdictions.

Elena Smirnov-Otis, TEP CFP CLU
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Location

Campbell, California, United States