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Elisa Marie Ordona

Elisa M. Ordona

Some features on this profile are disabled
CRD#: 6264836
Elisa Marie Ordona

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Elisa Marie Ordona, CFP®, who also goes by Elisa Schafer Ordona, Elisa Ordona, Elisa Schafer, was a registered financial professional .

Elisa is a previously registered financial professional and started their career in finance in 2013. Elisa had worked at 2 firms and has passed the Series 65 exam.

Biography

Elisa Ordona, Principal of Everimagine Financial Planning, founded her registered firm 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 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.
top-8-questions

Question & Answer

What are your service offerings?
Investment Planning
Socially Responsible Investing
Comprehensive Financial Planni...
Retirement Planning
Do you have an area of expertise or specialization?
Fixed Fee (Subscription, Retai...
Investment Advice with Ongoing...
Middle Income Client Needs
Socially Responsible Investmen...
Women's Financial Planning Iss...
Are you a "fiduciary"?
No

Aliases

Elisa Schafer Ordona | Elisa Ordona | Elisa Schafer

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2017

Experience

Past

June 7, 2019 - December 12, 2024

EVERIMAGINE FINANCIAL PLANNING

RIA
CRD#: 302111
FREMONT, CA
Past

November 13, 2013 - May 31, 2019

VESTNOMICS WEALTH MANAGEMENT, LLC

RIA
CRD#: 156590
CAMPBELL, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 11/12/2013
Uniform Investment Adviser Law Examination

Current Firm

EVERIMAGINE FINANCIAL PLANNING
EVERIMAGINE FINANCIAL PLANNING
EVERIMAGINE FINANCIAL LLC | EVOKE FINANCIAL PLANNING LLC | EVERIMAGINE FINANCIAL PLANNING

CRD#: 302111 / SEC#:

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Contact information

Main Address
32522 Lake Tana St., Fremont, CA 94555-1049
Mailing Address
Phone number
(510) 400-3415
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts13
AUM (Assets Under Management)$ 945,722

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

EVERIMAGINE FINANCIAL PLANNING

EVERIMAGINE FINANCIAL PLANNING

CRD#: 302111

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