Eitan Esan

MBA, MPA, CEPA®
Financial Advisor

Eitan Esan has always had the entrepreneurial spirit. Starting and selling two successful companies before he was 26, Eitan has always focused on developing relationships, increasing his education and knowledge, and detailed planning.

Eitan joined Raymond James in 2019 and after years working at Morgan Stanley and at Citigroup in corporate banking he discovered his calling. Being a meticulous planner and very detail oriented, Eitan focuses on financial planning, portfolio analysis and construction. Eitan creates tailored plans for each and every client focusing on short- and long-term goals, coupled with custom investment strategies. Always striving to gain more financial knowledge, Eitan has earned the Certified Financial Planner® certification. His educational background also includes a Bachelor of Arts in economics from Yeshiva University, a Master of Public Administration from CUNY John Jay and a Master of Business Administration from Arizona State University, where he graduated cum laude.

Eitan and his wife, Leah, have been married since 2008, live in Boca Raton, and have three children, Ayelet, Elisha and Coby. They are members of Boca Raton Synagogue, where Eitan is actively involved in the Young Leadership Board. They are involved in many charitable organizations, such as Helping Israel Fund, Lone Solider Center and Hadassah, where Leah, Ayelet and the rest of his female family members, going back four generations, are lifetime members. When Eitan is not working or volunteering, he can be found cooking high-end delicacies for his family, watching football and playing with his kids.


Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.