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.

NAPFA Start Date

September 24, 2021


This Office

18301 Von Karman Ave Ste 1050 Irvine, CA 92612-0111 Phone: (949) 247-2067