Elisabeth has been a financial adviser for over 24 years.
She is a money coach, author, educator, financial coach, wife, mother, grandmother, and best friend to many. She is the founder of COPIA Wealth Management & Insurance Services and COPIA Wealth Management Advisors Inc., organizations that provide comprehensive financial advising with education to help her clients achieve their desired wealth goals.
Elisabeth has been named the Financial Adviser of the Year twice in the Finance Monthly Global Awards, and three years running for the “Face of Finance, Wealth Management” by San Diego magazine.
She has also been featured on the cover of Discover magazine, and in U.S. News and World Report, and San Diego magazine. She is the author of the Wealth By Design book series. The latest in the series, released in 2023, is Retirement by Design.
Helping people with money is in my blood. My story begins with the longest most stressful month of my life in 1998, when my second child, Trevor, was born with severe complications and confined to the NICU. My whole life was about to change.
Suddenly I was facing the need for a new career to have the time flexibility I needed to care for my son. I thought I’d be in retail my entire life, but I needed to transition away from the very demanding and successful career I had as a fashion buyer for Nordstrom.
A friend watched my son so I could interview with the GM of a local branch of Metlife.
I almost didn’t take the interview because, growing up, two things were off-limits:
My mother was from the “old country,” an immigrant from Vienna (hence why my name, Elisabeth, uses the German spelling with an “s” instead of Elizabeth Dawson). She lived through WWII and for her, conversations about death and money were secretive and fearful.
If you spoke about money, you’d be accused of wanting something when she died. And under NO circumstance… would you ever go into Mother’s purse! Never. You might get your hand cut off.
Financial planning was in direct conflict with the two things that were taboo in my family!
I couldn’t have accomplished this without our team – they are incredible.
I found my My Mission, My Passion, and My Purpose when I found my place in the financial services industry. I’m in my dream job.
There is one moment I’ll never forget. It took place just 7 months before my mother passed away. At a client appreciation dinner, my Mother surprised me with an unexpected toast.
“Elisabeth, your grandfather would be very proud of you.”
My grandfather was a minister. I didn’t know why she was
bringing him up.
“I would hope my grandfather would be proud of me, but why?” I asked.
“Your grandfather was the Minister of Finance for Vienna, Austria before WWII.”
P.S. My son Trevor is doing amazing today!
He is thriving. We raised him to be incredibly adaptive to his health, and he lives his life like he never had any health concerns. Trevor is an amazing young man.
He graduated from college in 3 short years and started his career in real estate as a loan officer. His sister Nicolette is equally amazing.
She’s definitely the smartest one in the family!
Mama is very proud of them both.