Elisa Ordona, CFP® Everimagine Financial Planning
- Virtual, Virtual, CA 94555
- (510) 400-3415
- ryvfn@rirevzntvarsc.pbz
- http://www.everimaginefp.com/
About Elisa Ordona, CFP®
Elisa Ordona is the Principal of Everimagine Financial Planning and founded her registered firm in June 2019. Ms. Ordona transitioned from working in the Non-Profit sector to studying to become a Certified Financial Planner™ in 2011. In January 2014, she began providing comprehensive financial planning and asset management to clients at an independent RIA firm, and by January 2017, she received her CFP® certification. While continuing to serve her clients, Ms. Ordona decided to create a RIA firm aimed at addressing and providing financial life planning and asset management services for those, especially women, wishing to secure their financial future, and positively impact their families and their community. Prior to entering the financial advising and planning profession, she worked in Educational Research administration and development for SFMOMA. She also holds a BA degree in Philosophy from UC Berkeley.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Holistic Financial Planning
- Non-Profits
- Women Professionals
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Flat Fee
- Hourly
- Assets Under Management
Fee Options
- Monthly Fee: $300+/mo
- Quarterly Fee: $900+/qtr
- Flat Fee: $2,000+/engagement
- Hourly Fee: $200+/hr
- AUM: 1.00%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
