Broker Check

Elaine Ellis


(408) 392-7850

Did you know that 58% of Americans have NOT calculated their retirement needs?

Click to watch how we can help bring financial balance to your life.

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.

CA Insurance License #0C39517, Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of Guardian.