Plan For Tomorrow, Today.
Elijah J Surall
Financial Advisor
Strength in Strategy, Excellence in Execution.
About me
Welcome! I'm Elijah, and my passion for financial planning is deeply rooted in my personal journey. When I was 17, my father suffered a stroke, and I witnessed my parents lose everything they had worked so hard for. This challenging period in my life ignited my commitment to ensuring that others are better prepared for life's uncertainties while doing what we all want to do, "Live Your Best Life!"
Determined to change the course of my life and support my family, I put myself through college, working full-time jobs while also starting my first business. My faith and relentless hard work were my guiding lights, helping me overcome obstacles and achieve my goals. These experiences have come full circle, shaping my dedication to helping clients navigate their financial journeys with confidence and clarity.
I bring a unique blend of problem-solving skills and innovative thinking to the table. I thrive on developing personalized strategies that address your specific needs and aspirations. My goal is to make complex financial concepts accessible and actionable, turning your financial concerns into a clear, achievable plan.
I understand that financial planning can be daunting, especially when faced with life's unexpected challenges. My mission is to ease your fears and provide a supportive, transparent environment where you can make informed decisions. Your trust is invaluable to me, and I am committed to building a long-lasting relationship based on mutual respect and understanding.
With my unique perspective, shaped by my family's struggles and my own perseverance, I am here to help you achieve financial security and peace of mind. Let's embark on this journey together and turn your financial goals into reality.
Thank you for considering me as your financial partner.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
CBS8 San Diego
Black History Month is a time where we honor the past while thinking about what is shaping the future and I believe financial empowerment is key to building lasting change. I recently joined CBS8 to talk about barriers to financial freedom that Black Americans experience and offer practical steps this community can take to build generational wealth. To hear all of my tips, watch the full segment here:
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Investment Planning & Strategies
Insurance Protection Strategies
Retirement Planning & Income Strategies
Estate Planning
Education Planning & Funding
Business Planning
Tax-Efficient Strategies
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
