Emerald Member
Elisabeth Dawson is the Founder of COPIA Wealth Management & Insurance Services and COPIA Wealth Management Advisors, Inc. With 28+ years of experience, she’s an author, educator, and Certified Money Coach known for making complex financial topics easier to understand, and for helping clients create retirement income streams designed to last.
COPIA helps individuals, families, and business owners in San Diego design a retirement strategy built for real life – tax-efficient, resilient, and focused on income you can actually count on. Our team provides fiduciary-only guidance and a comprehensive approach that helps clients protect what they’ve built, reduce unnecessary financial “leaks,” and create a clear path to long-term confidence.
Elisabeth is the author of the Wealth By Design book series.
Investment advice offered through Copia Wealth Management Advisors, Inc.
Copia Wealth Management Advisors, Inc. is a registered investment advisor.
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