Elise began her career in the financial services industry in 1997, after graduating Cum Laude from St. Mary’s College of CA. Since that time, she’s had the opportunity to work with Fortune 500 companies, Non-Profit organizations, government retirement plans and, for the last 13 years, has had the pleasure of helping individuals and small business owners design personalized, creative solutions for their investment and retirement planning needs. Elise has built a reputation based on professional integrity and the highest level of personal service. She has been recognized as a Premier Advisor, a distinction reserved for the firm’s top Financial Advisors as measured by three or more of the following; length of service with the firm, completion of educational components, business production, and professionalism.
In addition to holding Series 7 and 63 securities licenses, Elise has been a Certified Financial Planner ™ practitioner since 2008. Recognizing the unique planning challenges faced by divorcees and same-sex couples, she attained the Certified Divorce Financial Analyst ™ designation in 2009* and the Accredited Domestic Partnership Advisor ™ designation in 2013. Elise also holds licensing for Life insurance and Property/Casualty insurance which, with her extensive insurance background, allows her to help her clients understand and evaluate their current insurance coverage and gives her the ability to address any needs surrounding Life, Disability and Long-Term Care insurance planning.
Away from the office, Elise loves traveling and learning new languages: adesso, sta imparando l’italiano! She is a self-proclaimed “foodie” and a scotch enthusiast. When not volunteering with local non-profits, you can catch Elise getting her Zen on at a hot yoga class or spending time with her adorable pooch, Henry.
Disclosures: CAR-0319-04965 *The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.