Meet Elisabeth

By using insurance as an asset protection tool to fill the gaps

in your portfolio, you grant yourself a permission slip to spend and enjoy the assets you have built.

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Elisabeth has been a financial adviser for over 23 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 also an educator. She created a step-by-step online course based on her book, Wealth By Design. The course is a playbook to financial security, personalized for your unique goals. You can visit ElisabethDawson.com for more details and education.

 

Finding creative ways to protect and grow the assets of her clients has been her professional passion for over 23 years. Her organization’s big picture approach begins with a comprehensive evaluation of a client’s “Wish List” goals and strategies to achieve successful results with minimized risk. Unlike other traditional financial planning firms, COPIA Wealth Management & Insurance Services and Copia Wealth Management Advisors, Inc. with Elisabeth as President and CEO, educates and counsels her clients through every financial task and decision in their lives.

 

Elisabeth’s commitment to the retirement needs of Americans has led to numerous endeavors. For the past two consecutive years, she has been 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. She has also been featured on the cover of Prestige Magazine, guest starred on multiple news media channels, written numerous articles for various online distributors, hosted a radio show on The Answer AM 1170/FM 96.1 and published the book Wealth By Design: Ways To Love Your Retirement. She also currently hosts the video podcast Ways To Love Your Money. To learn more, visit ElisabethDawson.com and WaysToLoveYourMoney.com.

 

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.

 

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.

Request an Assessment with Us

We can perform a number of different assessments to help you determine if you’re on the right track. Submit your details and we’ll be back in touch shortly. Feel free to email us at:Team@copiawm.com