At Copia Wealth Management & Insurance Services, our vision is to do great things for great people; to create an amazing life by design and not a life by casualties. We understand that money is the #1 cause for emotional distress in a person’s life as an individual, in their relationships, in families, in friendships, in business, in our country and globally. When there is lack of full clarity on the relationship with money, anxiety and stress overcome a life of quality and happiness. That is why we are passionate about simplifying the complexity of money and financial issues in all areas of life. We care, and take seriously all coaching processes, in order to deliver a wide view of money, great possibilities and precise strategies. This creates clarity and gives back power over your finances, life and future.
Our Mission is to consciously analyze, strategize, find solutions and support people in avoiding the worry and emotional suffering that is commonly attached to the psychology of money.
In this society, it is a blessing when you have respect for money and you value how you earn it, how you manage it, and how you multiply it. It is our privilege and mission to support you on your financial journey and freedom. At Copia Wealth Management & Insurance Services and Copia Wealth Management Advisors, Inc., we enjoy the challenge of finding customized solutions to all of your financial needs. Whether you’re looking to increase the returns of your portfolio while decreasing the risks of investing, decrease your tax burden, or just get your financial affairs into order, Copia Wealth Management & Insurance Services and Copia Wealth Management Advisors, Inc. are uniquely positioned to help you accomplish all of your financial goals.
Elisabeth Dawson is the President and CEO of Copia. Dawson’s desire to help individuals plan for their future has been at the heart of Copia Wealth Management and Insurance Services. Through her hard work and success, she has built her company into one of the top financial management institutions in Southern California. Now with nearly 21 years of experience in financial services, Elisabeth Dawson continues to help create a better future for those seeking peace of mind.
Investment advice offered through Copia Wealth Management Advisors, Inc.
Copia Wealth Management Advisors, Inc. is a registered investment adviser.
2333 Camino del Rio South, Suite 240 San Diego, California 92108 – United States
