Elisabeth Dawson

Financial Services • San Diego, California, United States • 1-10 Employees

Company overview

Headquarters	2333 Camino del Rio S, San Diego, California 92108, US
Website	elisabethdawson.com
NAICS	52
Keywords	Investment Management, 401K, Long Term Care, Estate Planning, Annuities, Retirement Planning, Financial Planning, Retirement Income, Life Insurance, Tax Strategies, Legacy Planning
Employees	1-10
Socials

Key Contact at Elisabeth Dawson

Barbara D'Agostino

Marketing Director

Elisabeth Dawson Email Formats

Elisabeth Dawson uses 1 email format. The most common is {first initial} (e.g., j@elisabethdawson.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@elisabethdawson.com	100%

About Elisabeth Dawson

We enjoy the challenge of creating customized strategies unique to you. Whether you’re looking to protect your family, create retirement income streams that will never run out, save money on taxes, or just get your financial affairs in order, we are here to help you accomplish all of your financial goals. At Copia, we specialize in working with business owners, individuals, couples, families, and multi-generational families. We partner comprehensive financial advising with education to help our clients achieve their desired wealth goals. We focus on protecting the family first, including foundational estate planning and accumulation to reach financial goals in retirement. Our expertise lies in lifetime income planning, creating tax-saving strategies for business owners to keep more money on the business’s balance sheet and so much more.

Elisabeth Dawson revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$547,552
Total funding	No funding