Elisa  Ordona,  CFP<sup>&reg;</sup> - Financial Advisor

Elisa Ordona, CFP®

Principal

32522 Lake Tana St
Fremont, CA 94555-1049
FINANCIAL ADVISOR'S WEBSITE
(510) 400-3415

General

Elisa Ordona is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Fremont, CA and the surrounding communities.

Financial Advisor Overview

Evoke Financial Planning LLC is a Registered Investment Advisor firm; located in Fremont, CA, we work with clients both virtually and in person in the greater San Francisco Bay Area. We provide comprehensive financial life planning and asset management, that includes Sustainable Responsible Investment choices, to individuals, especially women, concerned about not only securing their financial future, but also positively impacting their families and the broader community. Our services are aligned best for those who are strongly interested in human development, education, wellness and caring, improving society and the environment, or previously worked or currently are in occupations focused on these areas, usually in the Non-Profit (non-religious) sector.

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Financial Advisor Experience

Elisa Ordona is the Principal and Founder of Evoke Financial Planning LLC registered 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 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 Educational Research administration and development for SFMOMA. She also holds a BA degree in Philosophy from UC Berkeley.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Career Change, Asset Allocation, Investment Management, Government & Military, Getting Married, Mutual Funds, Retirement, Life Planning, Long-term Care, Starting a Family, Women's Finances

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Helpful Financial Planning Resources