Orange County, California

Elliott Servais

MBA, CFP®
Vice President
Education &
Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP®)

University of San Diego, B.A., International Relations
University of Southern California, M.B.A., Marshall School of Business

Financial Tip

Write your goals down and update them every year. Several studies have shown that if you write down your goals you are significantly more likely to achieve those goals. Do it as a family and make it a fun experience.

Why I Became a Financial Advisor

“Before working as a financial advisor, I was in a pure sales position, which wasn’t as rewarding. I wanted to help people and I liked investing, so I combined the two. Now I have relationships with my clients and strive to help them with their investments and financial plan. It’s much more rewarding to help someone put their kids through college, retire, and take control of their lives.”

About Elliott
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.
Elliott's Wealth Management Team:

Advisor Partner

  • Work as an advisor team
  • Client advisory support

Ryan Serrecchia

Executive Vice President and Partner
CFP®

Client Service Associate

  • Help with account maintenance and balances
  • Help with wire transfers, and money movement

Jeni Buys

Client Service Associate

Financial Planner

  • Financial plan development
  • Implementation of planning recommendations

Jennifer Li

Senior Financial Planner
CFP®, EA, CAP®

Portfolio Manager

  • Personalized Asset Allocation
  • Tax Efficient Investing

Kevin Beebe

Portfolio Manager
CFA
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