Copia Wealth Management & Insurance Services

We have a birthday here at the office! Today is Elisabeth’s birthday! We are all wishing her joy and happiness for this coming year! Leave your birthday messages below in the comments Happy Birthday @e_dawson_ #birthday #love #celebrate

Some BTS from Monday! Woo we filmed three podcasts back to back... so excited to share #podcast #knowledge #education #wealth #money #retirement #sandiego #youtube

Calling all couples, bachelorettes, & bachelors! Let's improve your relationship with money . Check out our appointlet link in bio and below to make a complimentary meeting with Money Coach, Elisabeth Dawson. Let's spread the love https://copiawm.appointlet.com/b/elisabeth-dawson #Valentine #finance #sandiego #business #retirement #Valentines

Jonathan Olow is a dear friend, colleague, and so much more. He is such a great resource to help you accomplish your goals, dreams and desires when it comes to that special property for you.

Throwback to our photoshoot for @sandiegomag . We are honored to have been a part of the issue! Have you gotten a copy? #sandiego #photoshoot #business #sandiegofree #retirement #investment

Make sure to RSVP!