Financial Advisor

(408) 392-7850
eellis@pacificadvisors.com

For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming. That’s where I produce the most value for my clients.

Whether you have significant assets to manage—or if you are just starting to accumulate wealth—I have the tools and background to provide the services that may fit your needs. My personal goal is to provide you with guidance that can help you understand and better define your financial goals. I work hard to create a mutually beneficial and respected long-term relationship with my clients.

I assist Business Owners, Professionals and Individuals plan for their financial future, by offering comprehensive services, from basic financial services to complex estate and business planning. All utilize a unique approach that creates successful solutions tailored to each client. After analyzing a client’s complete financial situation, I then develop a comprehensive financial strategy that includes cash management, risk management, investment planning, retirement planning, business planning, tax strategies, estate planning, and business continuation planning. My knowledge of securities, insurance, real estate, and mortgage lending helps her clients make astute financial decisions, while my alliances with other key advisors enable comprehensive strategies.

I have also served on the Board of the National Association of Women Business Owners, where I was named “Member of the Year.” As well as being a member of other professional associations. I support programs that teach young women financial literacy and encourages entrepreneurship.

Forbes awards are not issued by Guardian or its subsidiaries. The annual Forbes ranking Top Best-in-State Financial Security Professionals List is based on criteria developed and obtained by SHOOK Research, LLC. No compensation was provided in connection with obtaining this rating; however, advisors may choose to pay fees to Forbes and Shook for premium listing features; including, usage rights of the ranking logo. Past performance is not an indication of future results.