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Nuestros Compañeros

Our Partners

MY PHILOSOPHY

Empowering Lives Through Financial Mastery

My philosophy is to empower lives through financial freedom. Beyond wealth accumulation, we envision a life free from financial stress, fostering quality time with loved ones and surpassing personal goals. Through meticulous planning and strategic guidance, I am committed to facilitating financial independence and laying the groundwork for a purposeful and fulfilling life.

MY PHILOSOPHY

Empowering Lives Through Financial Mastery

My philosophy is to empower lives through financial freedom. Beyond wealth accumulation, we envision a life free from financial stress, fostering quality time with loved ones and surpassing personal goals. Through meticulous planning and strategic guidance, I am committed to facilitating financial independence and laying the groundwork for a purposeful and fulfilling life.

Uncover your blueprint

for financial freedom

Whether you're just starting or reassessing your financial

plan, our site provides actionable insights to help you

build a solid foundation for a fulfilling and secure future.

Uncover your blueprint

for financial freedom

Whether you're just starting or reassessing your financial plan, our site provides actionable insights to help you build a solid foundation for a fulfilling and secure future.

ABOUT ME

Hi, I'm Elizabet Serafin

As a licensed financial strategist, born and raised in Los Angeles, I am passionate about empowering individuals from all backgrounds when it comes to managing their finances. Whether it's helping them overcome the fear of the financial unknown or providing a second opinion on their well-thought-out plan to achieve financial independence, I am here to assist.

I specialize in assisting individuals to become debt-free, manage their finances effectively, save money, and achieve a better return on their investments than what banks offer. I also help people minimize taxes on their long-term investments, and provide them with financial security against the unforeseen.

ABOUT ME

Hi, I'm Elizabet Serafin

As a licensed financial advisor, born and raised in Los Angeles, I am passionate about empowering individuals from all backgrounds when it comes to managing their finances. Whether it's helping them overcome the fear of the financial unknown or providing a second opinion on their well-thought-out plan to achieve financial independence, I am here to assist.

I specialize in assisting individuals to become debt-free, manage their finances effectively, save money, and achieve a better return on their investments than what banks offer. I also help people minimize taxes on their long-term investments, and provide them with financial security against the unforeseen.

WHAT I DO

Help You Attain

Financial Freedom

Insurance

Retirement Planning

Estate & Legacy Planning

Healthcare Planning

IRA Rollovers

Tax Planning

WHAT I DO

Help You Attain

Financial Freedom

Insurance

Retirement Planning

Estate & Legacy Planning

Healthcare Planning

IRA Rollovers

Tax Planning

ONLINE DISCOVERY SESSION

Let's book a complementary 30-minute consultation where we can discuss your financial goals and kickstart your journey to financial freedom.

TESTIMONIALS

What Our Clients Say

Chereice McClellan

Working with Eli has made my search for insurance easier. I love the insight that she has regarding the industry and the benefits to the types of coverage would add to my family. Dealing with the uncertainty of death is difficult but working with her has been a smooth and efficient. I have more peace about our finances and arrangements for myself and my family. In short, Money With Eli is amazing!~

Silvia Castellanos

Estoy agradecida por los servicios financieros y profesionales con Patricia. Mi familia está asegurado con un plan increíble y solido para nuestro futuro. Si gustan un servicio eficaz, seguro y detallado yo les recomiendo que vengan directamente con Elizabet. Ella te tratará como familia y se asegurará que cada centavo esté trabajando para usted.

Ivan Manriquez

If you fear losing your money and don't know how to invest it, book an appointment with elizabeth.

She will help you and explain things with such patience and knowledge you wish you had started a long time. ago. Lastly, she goes the extra thousand miles to help you.

ONLINE DISCOVERY SESSION

Let's book a complementary 30-minute consultation where we can discuss your financial goals and kickstart your journey to financial freedom.

TESTIMONIALS

What Our Clients Say

Chereice McClellan

Working with Eli has made my search for insurance easier. I love the insight that she has regarding the industry and the benefits to the types of coverage would add to my family. Dealing with the uncertainty of death is difficult but working with her has been a smooth and efficient. I have more peace about our finances and arrangements for myself and my family. In short, Money With Eli is amazing!~

Silvia Castellanos

Estoy agradecida por los servicios financieros y profesionales con Patricia. Mi familia está asegurado con un plan increíble y solido para nuestro futuro. Si gustan un servicio eficaz, seguro y detallado yo les recomiendo que vengan directamente con Elizabet. Ella te tratará como familia y se asegurará que cada centavo esté trabajando para usted.

Ivan Manriquez

If you fear losing your money and don't know how to invest it, book an appointment with elizabeth.

She will help you and explain things with such patience and knowledge you wish you had started a long time. ago. Lastly, she goes the extra thousand miles to help you.

Workshops & Seminars

In a financial meeting conducted in a group setting, the top three elements that we would consider for discussion and presentation are: 

  • Vision and mindset: It is important to establish a clear vision for the group or individual and be able to communicate it effectively to all participants and members in a group setting. 

  • Budgeting: This allows for an informed discussion on the financial health of the group or organization, identifying areas of concern, and discussing potential strategies for improvement.

  • Financial Strategy: Together as a group Participants may analyze risks and rewards, evaluate potential returns on investment, and consider the financial implications of various options. Aligning financial strategy with broader organizational objectives is an essential part of group success.

Licensed independent contractor under The Financial Architects.

All Rights Reserved, Money With Eli © 2024.

Licensed independent contractor under

The Financial Architects.

All Rights Reserved, Money With Eli © 2024.