PARTNER CONTENT
THE WOMAN OF
Copia Wealth Management & Insurance Services Elisabeth Dawson, Author, Founder, and CEO As the founder of Copia Wealth Management & Insurance Services and Copia Wealth Management Advisors, Inc., Elisabeth Dawson has 25 years of expertise in the male-dominated financial industry. Elisabeth’s mission, passion, and life purpose is to educate people about their relationship with money, while getting rid of fear and anxiety about the future. As a retirement income specialist, Elisabeth o ff ers clients a retirement income for life approach that eliminates concerns about running out of money. Unlike traditional financial planning, Elisabeth and her team o ff er a holistic experience by educating, coaching, and creating strategies for every financial life decision. As a fiduciary, each strategy is customized for her client’s unique goals. “We help our clients understand possibilities they never knew could be within reach. By helping clients build 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.”
2333 Camino Del Rio South, Suite 240 San Diego, California 92108 619-640-2622 copiawm.com CA LIC #0C72164, #0G81294
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