Elaine Ellis
Financial Advisor
Park Avenue Securities
(408) 392-7850
Elaine Ellis assists Business Owners, Professionals and Individuals plan for their financial future, by offering comprehensive services, from basic financial services to complex estate and business planning. All utilize a unique approach that creates successful solutions tailored to each client.
After analyzing a client’s complete financial situation, she then develops a comprehensive financial strategy that includes cash management, risk management, investment planning, retirement planning, business planning, tax planning, estate planning and business continuation planning. Elaine’s knowledge of securities, insurance, real estate and mortgage lending helps her clients make astute financial decisions, while her alliances with other key advisors enable comprehensive strategies.
Elaine has also served on the Board of the National Association of Women Business Owners, where she was named “Member of the Year.” As well as being a member of other professional associations. She actively supports Girls Going Places@, a program that teaches young women financial literacy and encourages entrepreneurship.
Our Strategic Approach
As your financial professional, our first job is to help you protect your current position. Then we work with you to create a roadmap for the achievement and protection of your full vision. We focus on your unique needs and design customized strategies to help meet those needs. Once the plan is clear, we begin to conservatively advance toward it, never taking more risk than necessary to achieve the fulfillment of your narrative.
Our Financial Services
Specializing in Estate Planning, Charitable Planning and Retirement Planning for executives, professionals, and small business owners.
Our Business Services
Employee Benefits, Executive Benefit Planning, Key Person Planning, Qualified Retirement Plans, Deferred Compensation Planning & Buy/Sell and Buy-Out Planning
Our Insurance Services
Life Insurance, Disability Insurance, Long-Term Care Insurance & Group Health Insurance.
Elaine Ellis, CA Insurance License #0C39517, Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 20 Bicentennial Circle, Suite 100, Sacramento, CA 95826, 916-379-0200. Securities products and services are offered through PAS, a registered broker/dealer. Field Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Pacific Advisors, Inc. is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through Pacific Regional Insurance Services, a DBA of Pacific Advisors, Inc. Pacific Advisors, Inc. is not an independent Registered Investment Advisor. PAS is a member of FINRA, SIPC
Neither Park Avenue Securities, Guardian, nor their representatives render legal or tax advice. Please consult with your attorney, accountant, and/or tax advisor for advice concerning your particular circumstances.
Gear #:
2010-3946 “Wealth is the ability to fully experience life.”