Elliott Servais, MBA, CFP®
Senior Vice President/Partner
Orange County, California
Elliott’s main focus is to help his clients achieve their financial goals through sound financial planning and advice and act in the clients' best interests at all times.
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 is a graduate of University of San Diego, earning a B.A. in International Relations and University of Southern California earning a MBA from the Marshall School of Business. He holds the CERTIFIED FINANCIAL PLANNER™ designation.
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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