Elliott Servais, MBA, CFP®

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Vice President
CERTIFIED FINANCIAL PLANNER™
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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.

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Education

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

How can Elliott help?

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Elliott works in our Orange County office in California, see their office information here.
Orange County Office 

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.