Elliott Servais, MBA, CFP®

Senior Vice President, Advisor, Partner

Orange County, California

Contact Elliott

Elliott helps clients pursue their goals through fiduciary advice and comprehensive planning. He serves families and business owners with coordinated strategies across investments, retirement, and taxes.
Before joining EP Wealth, Elliott advised high-net-worth clients at global financial institutions and held business development roles serving companies of varying sizes. He earned a B.A. in International Relations from the University of San Diego and an MBA from USC’s Marshall School of Business. He holds the CERTIFIED FINANCIAL PLANNER™ designation.
Elliott’s approach is collaborative, pragmatic, and results-oriented. He simplifies decisions, sets priorities, and tracks progress to help families stay on course.
Elliott lives in San Clemente with his wife and three children. They enjoy time together at the beach and in the community.