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Elaine D. Ellis

Elaine D. Ellis

Financial Advisor

(408) 392-7850

eellis@pacificadvisors.com

Elaine Ellis assists 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, she then develops a comprehensive financial strategy that includes cash management, risk management, investment planning, retirement planning, business planning, tax strategies, estate planning and business continuation planning. Elaine’s knowledge of securities, and insurance helps her clients make astute financial decisions, while her alliances with other key advisors enable comprehensive strategies.

Elaine has also served on the Board of the National Association of Women Business Owners, where she was named “Member of the Year.” As well as being a member of other professional associations. She actively supports Girls Going Places@, a program that teaches young women financial literacy and encourages entrepreneurship.  

 

Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian