Copia Wealth Management, founded by CEO Elisabeth Dawson, is a San Diego-based financial advisory firm offering services such as financial planning, asset management, business retirement plans, estate and legacy planning, and risk management. With over 24 years of experience, Ms. Dawson is also an author and educator, recognized twice as Financial Adviser of the Year in the Finance Monthly Global Awards. The firm’s philosophy emphasizes building lasting client relationships and providing customized, transparent solutions to help clients achieve financial abundance and prosperity. ​