Orange County, California Office

18301 Von Karman Ave.
Suite 1050
Irvine, CA 92612

Phone: (949) 247-2067

Fax: (949) 247-7016

Elliott Servais

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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