Elisabeth Dawson

Elisabeth has been a financial adviser for over 24 years. She is a money coach, author, educator, financial coach, wife, mother, and best friend to many. She is the founder of COPIA Wealth Management & Insurance Services and COPIA Wealth Management Advisors Inc., organizations that provide comprehensive financial advising with education to help her clients achieve their desired wealth goals. Her investment philosophy has held the focus on protecting the family first, including foundational estate planning and accumulation to reach financial goals in retirement. She is an expert in lifetime income planning, creating tax-saving strategies for business owners which keep the money on the business’s balance sheet and so much more.

Elisabeth is the author of the Wealth By Design book series.

About Background

Finding creative ways to protect and grow the assets of her clients has been her professional passion for over 24 years. Elisabeth specializes in working with business owners, individuals, couples, families and multi-generational families. Her financial areas of expertise include: protecting the family first using life insurance, disability insurance, and long-term care; helping business owners implement tax savings strategies; and utilizing guaranteed retirement income planning to accomplish all of your goals.

Elisabeth’s commitment to the retirement needs of Americans led her to be named the “Face of Finance, Wealth Management” by Faces of San Diego as well as Financial Adviser of the Year in the Finance Monthly Global Awards, for two years in a row. 

Fiduciary Standard Background

Elisabeth has also been featured on the cover of Prestige Magazine, guest starred on multiple news media channels, written numerous articles for various online distributors, and hosted a radio show on The Answer AM 1170/FM 96.1. She is also host of the podcast Ways To Love Your Money. To learn more, visit ElisabethDawson.com 

At COPIA Wealth Management & Insurance Services and COPIA Wealth Management Advisors, Inc., we enjoy the challenge of creating customized strategies unique to you. Whether you’re looking to protect your family, create retirement income streams which will never run out, save money on taxes, or just get your financial affairs into order, COPIA Wealth Management & Insurance Services and COPIA Wealth Management Advisors, Inc. are here to help you accomplish all of your financial goals.

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