Elizabeth Elsa Taylor
Investment adviser representative at Ella Financial Advising
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$106.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Asg Investments, Inc.Feb 2021 to now
- Ella Financial Advising LLCNov 2019 to now
- Robasciotti & Philipson LLCNov 2015 to Feb 2020
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Ella Financial Advising
Legal name: Ella Financial Advising LLC
$106.9MAssets managed
44Clients
1Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6404273
- Firm CRD
- 307357