About
Elisabeth has been a financial advisor for over 28 years. She is passionate about her Faith, a comprehensive holistic financial planner, fiduciary, a money coach, author of books and publications, educator, financial coach, public speaker, mentor, wife, mother, grandmother, volunteer, loves to cook, a fine wine connoisseur 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, retirement strategist and overall holistic financial planning based on educating her clients to be able to make informed decisions to achieve their desired wealth goals. Her advising philosophy has held the focus on protecting the family first, including estate planning and wealth accumulation to reach their net income goals in retirement.
Elisabeth is a focused retirement lifetime income planner, focusing on net income and cash flow for her clients. The goal is to achieve peace of mind without the fear of running out of money and keeping up with inflation as long as they will live. Elisabeth specializes in creating tax-mitigation strategies for business owners and high net worth individuals & families to keep the money they have worked so hard for vs. giving it away to taxes. All while projecting out the future outcome of what those saved tax dollars can be expected to receive in retirement.
Elisabeth is the author of the book, Wealth By Design, “Ways to Love Your Retirement” as well as “Retirement By Design”. She has also created a Financial Planning Course that follows the book, Wealth by Design, for the “do-it-yourselfers”. Elisabeth has written many other publications as well as hosted her own podcast in the past and been a guest on many others.
Finding creative ways to protect and grow the assets of her clients has been her professional passion for over 28 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.
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 also currently hosts 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.