PARTNER CONTENT
ICONS OF BUSINESS
Elisabeth Dawson PRESIDENT/CEO, COPIA WEALTH MANAGEMENT AND INSURANCE SERVICES
Named Financial Adviser of the Year twice; recently published her second book, Retirement By Design .
E
lisabeth Dawson’s mission, passion, and purpose is helping people discover financial freedom and
confidence. As a comprehensive financial advisor for 24 years, she is the founder of Copia Wealth Management and Insurance Services. Dawson is known for creating personalized solutions that bring lasting results, and one of her unique and powerful tools is a “Retirement Income for Life Blueprint,” which clearly outlines your income for the rest of your life. This blueprint pinpoints potential problems and illustrates how certain decisions today can impact your finances for years to come. “We help our clients understand possibilities they never knew could be within reach. By building a plan around their wish list, they can live their ‘dream financial life’ and protect their families without the fear of running out of money.” Copia Wealth Management and Insurance Services 2333 Camino Del Rio South, Suite 240 San Diego, CA 92108 619-640-2622 | copiawm.com CA LIC #0C72164, #0G81294
Investment advice offered through Copia Wealth Management Advisors, Inc. Copia Wealth Management Advisors, Inc. is a registered investment adviser.
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