Elisa Ordona
CFP®
Evoke Financial Planning LLC
Principal and Founder
Elisa Ordona
CFP®
Evoke Financial Planning LLC
Principal and Founder
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Elisa Ordona, CFP®
Fee-Only financial planner located in Fremont, CA, serving clients locally and virtually.
Meet Elisa Ordona
Elisa Ordona is a Newark, CA fee-only financial planner. Evoke Financial Planning LLC provides comprehensive financial planning and advice to help clients get organized and take action toward their financial goals. As a fee-only, fiduciary, and independent financial advisor, Elisa Ordona is never paid a commission of any kind, and works only for the client - not a broker, insurance company, or bank.
Elisa Ordona is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
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Elisa Ordona is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Elisa Ordona
Office Locations:
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32522 Lake Tana St
Fremont, CA 94555 -
32522 Lake Tana St
Fremont, CA 94555
