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 12+ years, has had the pleasure of helping individuals and small business owners design personalized, creative solutions for their investment and retirement planning needs.
In addition to having her Series 7 and 63 securities licenses, Elise holds licensing for Life Insurance and Property & Casualty Insurance; is a Certified Financial Planner ™ (CFP ®); a Certified Divorce Financial Analyst (CDFA ®), and is an Accredited Domestic Partnership Advisor (ADPA ®).
Elise loves travel, good food, and learning new languages (now that she mastered French, she is working on Italian!). 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-0518-02370 Wells Fargo Advisors–7102 North Fresno Street, Fresno, CA 93720 (P) 559-437-2200– is a trade name used by Wells Fargo Clearing Services, LLC, member SIPC.