Elisabeth Dawson
Financial Advisor, President & CEO at Copia Wealth Management & Insurance Services, Copia Wealth Management Advisors, Inc., Financial Educator, and Author
- Role
- Financial Advisor at Elisabeth Dawson Inc
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Elisabeth Dawson
Copia Wealth Management takes pride in providing comprehensive financial planning services to our clients. We review our clients Wills, Estate Plan/Trusts, Investments, Taxes, and Insurance. We embrace our role as a fiduciary; always acting within our client’s best interests. Our comprehensive services integrate all aspects of our client’s financial picture in a coordinated effort to provide for a care-free retirement and multi-generational wealth.We offer:•Life Insurance & Disability Income Protection Planning•Beneficiary Review•Retirement Planning•Pension & Defined Benefit Plans•Analysis of Current Investments•Analysis of Present and Future Expenses•Tax Planning•Estate Planning•Asset Allocation/Management•Asset Protection•Income Planning / Exit Strategies •College Planning SpecialistsJust imagine a complete plan, where all your tax, financial and estate planning needs are addressed and easy to understand. Our comprehensive and coordinated approach ensures that your plan is developed using a holistic view. We have found that many financial services professionals focus on products. Our experience shows that our clients’ needs are best met by focusing on processes and most importantly, people.Investment advisory services offered through Regal Investment Advisors, LLC, an SEC Registered Investment Advisor. Copia Wealth Management & Insurance Services is independent of Regal Investment Advisors.
Experience
Financial Advisor
Jan 2005 — Present · San Diego, CA, US
Education
The American College Financial Education for Securities, Banking, Insurance Industry
Financial Education for Securities, Banking, Insurance Industry
Skills
- Retirement Plan Consulting
- Life Insurance
- Finance
- Wealth Accumulation
- Financial Services
- Estate Planning
- Disability Insurance
- Insurance
- Retirement
- Financial Planning
- Small Business
- Wealth Preservation Planning
- Wealth Management
- Financial Planners
- Retirement Income Specialist
- Investments
- Pensions
- Life Insurance Specialist
- Tax
- Wealth Management Services
- Wealth
- Retirement Planning
- Business Planning
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