“Elise is brilliant, detail-oriented, extremely professional and amazing at what she does. In working with Elise I have always had wonderful experiences and highly recommend her services.”
Elise Diaz, CFP®, ChFC®
Irvine, California, United States
6K followers
500+ connections
Irvine, California, United States
6K followers
500+ connections
About
Our MISSION is to help clients feel LESS STRESSED about their financial lives by building…
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We officially have a Yellow Belt! So proud of our girl for training and studying to pass her belt test. Sweet little successes 😊
We officially have a Yellow Belt! So proud of our girl for training and studying to pass her belt test. Sweet little successes 😊
Shared by Elise Diaz, CFP®, ChFC®
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This year, we are the Official Financial Planning Partner for @ted, and I couldn’t be more excited about the opportunity to help power better talks…
This year, we are the Official Financial Planning Partner for @ted, and I couldn’t be more excited about the opportunity to help power better talks…
Shared by Elise Diaz, CFP®, ChFC®
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When making a financial plan, having the right partner makes all the difference. Hear about my approach and how asking better questions can uncover…
When making a financial plan, having the right partner makes all the difference. Hear about my approach and how asking better questions can uncover…
Shared by Elise Diaz, CFP®, ChFC®
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Woohoo! Can’t wait for this event. I love seeing how we can connect and support women in the area! Thanks Jennifer Mulchandani and Janel Giambrone…
Woohoo! Can’t wait for this event. I love seeing how we can connect and support women in the area! Thanks Jennifer Mulchandani and Janel Giambrone…
Liked by Elise Diaz, CFP®, ChFC®
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In a recent trip to Disney’s Aulani Resort, I couldn’t help but think of how important “living NOW” is to our quality of life & what we get to share…
In a recent trip to Disney’s Aulani Resort, I couldn’t help but think of how important “living NOW” is to our quality of life & what we get to share…
Shared by Elise Diaz, CFP®, ChFC®
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Senior Experience Trade Show at Cal State San Marcos. I think this is my 40th. I sponsored a team to work on behalf of Sequoia Sentinels…
Senior Experience Trade Show at Cal State San Marcos. I think this is my 40th. I sponsored a team to work on behalf of Sequoia Sentinels…
Liked by Elise Diaz, CFP®, ChFC®
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A financial plan is like a road map that shows you where you are and how to get where you want to go. But what does that really mean? Learn more…
A financial plan is like a road map that shows you where you are and how to get where you want to go. But what does that really mean? Learn more…
Shared by Elise Diaz, CFP®, ChFC®
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Life comes into view pretty quickly. So even if retirement may seem far off, it’s still a good time to reach out to me about planning for one. But…
Life comes into view pretty quickly. So even if retirement may seem far off, it’s still a good time to reach out to me about planning for one. But…
Shared by Elise Diaz, CFP®, ChFC®
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Social Security will be an important benefit. But to live the way you want when you retire, you’ll most likely need additional income options. Having…
Social Security will be an important benefit. But to live the way you want when you retire, you’ll most likely need additional income options. Having…
Shared by Elise Diaz, CFP®, ChFC®
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Why do the wealthy tend to live long, happy lives? Our study points to the focus they put on friendships. That’s something worth thinking about. To…
Why do the wealthy tend to live long, happy lives? Our study points to the focus they put on friendships. That’s something worth thinking about. To…
Shared by Elise Diaz, CFP®, ChFC®
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How do you BUILD and PRESERVE wealth? Our research shows it requires 7 financial habits. Check out this article to see the full list:…
How do you BUILD and PRESERVE wealth? Our research shows it requires 7 financial habits. Check out this article to see the full list:…
Shared by Elise Diaz, CFP®, ChFC®
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Anyone else raising young humans and realizing it costs way more than your time and energy? Their little faces are priceless but the cost of…
Anyone else raising young humans and realizing it costs way more than your time and energy? Their little faces are priceless but the cost of…
Shared by Elise Diaz, CFP®, ChFC®
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