Elliott Servais (CFP®, MBA)

Elliott Servais focuses in the
following client markets or areas of practice:

Business Owners

Estate & Generational Planning Issues

Financial Psychology/Coaching

High Net Worth Client Needs

Retirement Plan Investment Advice

Women's Financial Planning Issues

Additional Information

Elliott grew up in Seattle, Washington. He attended University of San Diego where he majored in International Relations. He obtained an MBA with honors from USC's Marshall School of Business. Elliott was most recently with Bank of the West / BNP Paribas as a private client advisor to high net worth individuals and has extensive experience as a business development professional servicing Fortune 500 companies and small businesses. Elliott lives in San Clemente with his wife and three children and enjoys spending time with his family at the beach.