Our Clients Always Say
I Wish I Met You
a Decade Earlier
Find out why with your free
Retirement Income for Life Blueprint
Welcome to Copia Wealth Management & Insurance Services in San Diego
At Copia Wealth Management & Insurance Services in San Diego, we specialize in helping individuals and families achieve financial security through strategic wealth management and personalized insurance solutions.
Whether you’re planning for retirement, growing your investments, or protecting your assets, our fiduciary team is dedicated to guiding you every step of the way.
Take control of your financial future today—schedule your complimentary consultation and start building lasting prosperity with confidence.
When you plan for your retirement today…
your financial future depends on far more than Wall Street or real estate…
Your future wealth, retirement, and prosperity depend on investing in yourself.
In ten years… do you want your future self to be stressing out… playing catch-up…. and wishing you had acted earlier?
Or do you want your future self to know that you acted wisely… prudently… with foresight… to create wealth, ease, and abundance today…
If you choose the obvious answer… we’ll find potentially thousands of dollars a month you’re wasting without even realizing it. Starting now.
You know that tens of thousands of dollars of “found money” per year… invested in the right ways and compounded over a decade or more…
Makes a difference of millions of dollars in your retirement.
Without making any difference in your lifestyle right now.
Because it’s “found money”.
All you have to do is know where to look.
Are you ready to discover thousands of dollars a month in “found money” toward your retirement?
Do you want to learn how to keep the Wall Street fat cats out of your retirement?
Do you want to stop gambling and scrambling with your family’s financial future… and risking it all ending in shambles?
Or do you want to guarantee your family’s safety, security, and wealth?
If you’re ready to stop hoping for your family’s future… and start knowing it, take the next step:
Get started with your free
Retirement Income for Life Blueprint
About Copia Wealth Management
Rome Wasn't Built in a Day...
Plan Right And Your Wealth Will Be
Here to Stay
Our firm is named after Copia, the Roman goddess of abundance, prosperity, and riches.
Copia is the source of the word copious, which means plentiful. Have you ever seen one of those horn-shaped baskets filled with fruit at a feast? That thing is called a cornucopia… and stems from ancient Roman rites celebrating bountiful harvest.
Bountiful harvests don’t come about by accident. They come about from careful devotion to planting the right seeds… cultivating the right soil… and planning the right crop rotations.
When clients come to us expecting a bountiful financial harvest overnight… we show them to the door… and send them to buy lottery tickets. (Just kidding about the lottery ticket part. Please don’t buy lottery tickets!)
We work with clients who understand that you reap what you sow. We work with you when you’re ready to invest the attention and intention to plant seeds now… so that you harvest the cornucopia of wealth… experiences… joy… and abundance that you know is your birthright.
The city where our namesake comes from wasn’t built in a day. It was built over millennia.
Building your own cornucopia will take more than a day too. But if you do it right… it will be here to stay.
We’re here to show you how.
About
Elisabeth Dawson
Elisabeth Dawson, Founder and CEO of Copia Wealth Management has been a financial adviser for over 24 years. She is a money coach, author, educator, financial coach, wife, mother, grandmother, and best friend to many.
Elisabeth has been named the Financial Adviser of the Year twice in the Finance Monthly Global Awards, and three years running for the “Face of Finance, Wealth Management” by San Diego Magazine.
She has also been featured on the cover of Discover magazine, and in U.S. News and World Report, and San Diego magazine. She is the author of the Wealth By Design book series. The latest in the series, released in 2023, is Retirement by Design.
Retirement By Design
How To Avoid Running Out of Money and Create the Income You Need, To Live the Way You Want!
In this book, you will learn:
- The top 5 enemies of your abundant retirement and how to combat them
- The massive expense 1-in-5 retirees forget about until it’s too late… will you be one of them?
- The insanely important retirement step that only 2% of people handle… (failing to do this could cause years of grief for your entire family)
- How inflation will kill your retirement if you don’t take this one counterintuitive but easy action…
- What is the #1 investment you should make now to enjoy an abundant retirement?
- How NOT to run out of money in retirement
- How to reclaim $30,000+ a year in money you’re currently throwing away unnecessarily in tax mistakes and other “phantom” expenses.
Wealth By Design
Ways to Love your Retirement
How To Stop Throwing Your Hard Earned
Money Away & Keep More Of What You Make!
- Find and recover thousands of dollars you’re unknowingly giving away each year
- Overcome the #1 most common financial concern and never worry about running out of money!
- Eliminate your fear and anxiety surrounding money
- Fill income gaps and protect against loss
- How to legally pay thousands less in taxes
- Fund the life you’ve always dreamed of living
- If you want to be worry-free about money and confident in your future, this will be the most important book you'll ever read.
