Ms. Ordona provides comprehensive financial planning and coaching with a focus on retirement life planning, and investment management. As a CERTIFIED FINANCIAL PLANNER™ professional she completed extensive training and continuing education in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning, as well as in CFP Board’s Standards of Professional Conduct. Additionally, she has training in financial coaching from Sage Financial Solutions. Prior to entering the financial advising and planning profession, Ms. Ordona worked in the non-profit sector in the Arts, including Development for SFMOMA, and Educational Research administration. She has a BA degree in Philosophy from UC Berkeley.
Elisa Ordona, CFP®
Financial Advisor- Financial Coach