Elisa Ordona (BA, CFP®)

Elisa Ordona focuses in the
following client markets or areas of practice:

  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Socially Responsible Investments
  • Women's Financial Planning Issues

Planning Specialties

  • Comprehensive Financial Life Planning
  • Sustainable Responsible Investing
  • Retirement Planning in the Non-Profit Sector - issues WEP and Defined Contribution Plans

Additional Information

Elisa Ordona is the Principal and Founder of Evoke Financial Planning LLC registered in June 2019.  Ms. Ordona transitioned from the Non-Profit sector to financial planning and working to become a Certified Financial Planner™ in 2011. In January 2014, she began providing comprehensive financial planning and asset management to clients at an independent RIA firm, and by January 2017, she received her CFP® certification. While continuing to serve her clients, Ms. Ordona decided to found an RIA firm aimed at addressing and providing financial life planning and asset management services to individuals, especially women, concerned about not only securing their financial future, but also positively impacting their families and the broader community. Prior to entering the financial advising and planning profession, she worked in development for SFMOMA and Educational Research administration. She also holds a BA degree in Philosophy from UC Berkeley.

NAPFA Start Date

July 23, 2019

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This Office

32522 Lake Tana St Fremont, CA 94555-1049 Phone: (510) 400-3415