Copia Wealth Management & Insurance Services
San Diego’s Trusted Partner for Financial Planning & Retirement Strategy
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.
Plan for a future that’s not just secure—but abundant.
✅ Tax-Efficient Retirement Income Planning
✅ Life Insurance & Wealth Preservation
✅ Fiduciary Advisors Who Put Your Interests First
Discover how thousands of dollars you’re unknowingly losing each year can be reclaimed—without changing your lifestyle.
Your Retirement, Defined: Clarity and Confidence in San Diego
At Copia Wealth Management & Insurance Services in San Diego, we help you confidently plan for a prosperous retirement with smart, tax-efficient strategies and personalized insurance solutions.
Whether you’re a business owner, preparing for retirement, or looking to protect your family’s legacy—we’re here to guide you.
- Fiduciary-Only Advice
- Holistic Comprehensive Financial Planning
- Estate & Legacy Strategy
- San Diego’s Retirement Planning Experts
Retirement Worries?
Let's Find Answers.
As you approach retirement, are any of these critical questions keeping you up at night?
The worry about Social Security adequacy, the uncertainty of a consistent monthly income, the fear of your savings dwindling, or the stress of unexpected tax burdens – these concerns are common, and they’re valid.
If any of these resonate with you, let’s talk about how we can transform that worry into a solid, secure plan for your future.
- Will my Social Security be enough?
- Can I guarantee a consistent monthly income?
- Is my retirement income truly secure, or just a hopeful projection?
- What will my actual monthly cash flow look like?
- Have I secured a reliable, guaranteed income stream?
- How do I protect and preserve my existing savings?
- Am I exploring all creative financial strategies to maximize my retirement?
- How can I minimize my tax burden in retirement?
- Have I received expert tax planning advice before making any major financial decisions?
- Will my retirement income consistently meet my needs?
- How do I manage taxes as my portfolio grows during retirement?
Don't let these worries cloud your retirement.
Gain clarity and confidence with a personalized strategy session.
Schedule your free strategy session today to take the first step towards a secure retirement.
Let’s Talk About “Found Money”
You could be throwing away thousands of dollars every year without realizing it, losing money to things such as:
- Unnecessary taxes
- Phantom expenses
- Missed opportunities
We’ll help you explore areas of opportunity and guide you on how to strategically design your finances to achieve your ideal future and support your unique wish list goals.
Discover the ‘found money’ you’re missing and optimize your retirement income.
A personalized strategy session can reveal hidden wealth opportunities. Secure your retirement future by scheduling your free strategy session now.
Strategic Planning That Grows With You
Financial Planning Services in San Diego
Customized plans tailored to your goals and lifestyle.
Retirement Distribution Experts in San Diego
Wondering how you’ll afford the life you want in retirement? Income solves the problem!
Cashflow Strategists in San Diego
Design your personal financial system to maximize efficiency.
San Diego Estate Planning & Wealth Preservation
Build a legacy with intention—and protect it.
Financial Planning for Business Owners in San Diego
Optimize taxes, income, and succession strategies.
Tailored financial planning for your unique retirement wish list.
Let’s create a strategy that grows with you. Secure your retirement future by scheduling your free strategy session.
Why Clients Say “I Wish I Met You a Decade Earlier”
When people start working with us, they often realize just how much they were missing. Clients often tell us they wish they’d had our strategic financial guidance sooner—because clarity and confidence can make all the difference.
Here are a few of the most common insights that come up:
- They gain a deeper understanding and renewed confidence in their retirement strategy.
- They uncover tax inefficiencies they didn’t even know existed.
- They finally have a financial plan that aligns with their goals and lifestyle.
- They find hidden “financial leaks” and learn how to put that money to better use.
- They feel empowered to make smarter decisions with the help of our tools and resources—like the Wealth Recovery Checklist.
Meet Elisabeth Dawson
Your future wealth, retirement, and prosperity depend on investing in yourself.
Founder | Financial Advisor | Author | Educator
With over 27 years of experience, Elisabeth has helped thousands of families and business owners create confident, abundant financial futures.
- Author of Wealth by Design & Retirement by Design
- Host of Ways to Love Your Money Podcast (name change of podcast)
- Twice-named Financial Adviser of the Year – Finance Monthly Global Awards
About Copia Wealth Management
Featured Services
✔️ Life Insurance for Retirement in San Diego
Protect your family and create tax-advantaged income streams.
✔️ Roth Conversion Planning in San Diego
Plan for tax-efficient withdrawals. Pay less in taxes over time.
✔️ Required Minimum Distribution (RMD) and Income Planning
Avoid penalties and optimize your income.
✔️ Social Security & Medicare Tax Planning
Make the most of your benefits and reduce unnecessary tax exposure.
✔️ Tax-Smart Charitable Giving
Give to causes you care about—with confidence and clarity.
✔️ Collaboration With Tax Professionals
We work directly with CPAs to align your financial and tax strategy.
Optimize your retirement with our specialized services.
Discuss your specific needs in a free strategy session. Secure your retirement future by scheduling your session now.
Educational Resources
Retirement by Design Book
Learn how to protect yourself from the 5 hidden enemies of retirement.
Get a Free Chapter
Buy on Amazon
Ultimate Wealth By Design Course
A 10-part video series with step-by-step planning strategies.
Wealth by Design Book
Find and recover thousands of dollars you’re unknowingly giving away each year.
Wealth Recovery Checklist
Find your financial blind spots—fast.
While our resources provide valuable insights, a personalized strategy is essential for a secure retirement. You can secure your retirement future by scheduling your free strategy session.
Take the First Step Today
Take control of your retirement and unlock a personalized roadmap to lasting income and peace of mind—risk‑free. Stop procrastinating and start building your future on solid financial ground.
