Financial Planning & Retirement Guidance in San Diego | Elisabeth Dawson

Will your retirement savings support the life you want?

Whether retirement is approaching or you’re still building your financial future, a personalized plan can help you understand your options and take your next steps with confidence.

Elisabeth Dawson is a San Diego financial advisor, author, and money coach with more than 28 years of experience helping individuals, families, and business owners navigate financial decisions.

Get guidance with:

• Retirement planning and income strategies
• Wealth management and investment planning
• Tax-efficient financial strategies
• Insurance and legacy planning
• Aligning your financial decisions with your personal goals

Your future deserves a plan built around you—your priorities, your family, and the lifestyle you envision.

Connect with Elisabeth to learn more:

🌐 www.elisabethdawson.com
📞 619-640-2622
📍 Serving San Diego County

Investment advice offered through Copia Wealth Management Advisors, Inc., a registered investment advisor.

CA LIC #0C72164, #0G81294
Investment advice offered through Copia Wealth Management Advisors, Inc.
Copia Wealth Management Advisors, Inc. is a registered investment advisor.