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.
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%
