


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 | |
| 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 |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Elisabeth Dawson has never raised funding before.
Frequently asked questions
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