Elisa Ordona, CFP® Evoke Financial Planning LLC

Contact this advisor

About Elisa Ordona, CFP®

Elisa Ordona is the Principal and Founder of Evoke Financial Planning LLC registered in June 2019. Ms. Ordona transitioned from the Non-Profit sector to financial planning and working 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 found an RIA firm aimed at addressing and providing financial life planning and asset management services to individuals, especially women, concerned about not only securing their financial future but also positively impacting their families and the broader community. Prior to entering the financial advising and planning profession, she worked in development for SFMOMA and Educational Research administration. She also holds a BA degree in Philosophy from UC Berkeley.

Contact this advisor

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

Loading...