Meet Elise
Elise L. Kausen, CFP, RICP, CDFA
Managing Director - Investments
Email Address
elise.kausen@wfa.comPhone Number
(559) 379-6299About Me
“It’s important to work with professionals who understand that your money is more than the sum total at the bottom of a statement. It’s a representation of all the time you sacrifice in the present to help secure your family’s financial future.”
Background and experience
Elise began her career in the financial services industry in 1997, after graduating Cum Laude from St. Mary’s College of CA. She has since had the opportunity to work with Fortune 500 companies, non-profit organizations, government retirement plans, and, for the last 20+ years, she has had the pleasure of helping individuals and small business owners design personalized, creative solutions for their investment and retirement planning needs. Elise has worked to build a reputation based on professional integrity, the highest level of personal service, and results.In addition to holding FINRA Series 7 and 66 securities registrations, Elise has been a CERTIFIED FINANCIAL PLANNER® practitioner since 2008. Recognizing the unique planning challenges faced by divorcees, she attained the Certified Divorce Financial Analyst (CDFA®) designation in 2009* and attained the Retirement Income Certified Professional (RICP®) designation in 2020. Elise also holds licensing for Life insurance and Property/Casualty insurance which, with her extensive insurance background, allows her to help her clients understand and evaluate their current insurance coverage and gives her the ability to address any needs surrounding Life, Disability, and Long-Term Care insurance planning. (CA Insurance license #0C14191, Resident State Insurance License, AZ).
Away from the office
Elise loves traveling, learning new languages, and exploring different cultures, especially through their food. A self-proclaimed “foodie” who views food as sport, Elise exercises her time chasing the best new chefs and restaurants in town like the average person chases balls around a court. When not volunteering with her church and local non-profits, you can find Elise getting her Zen on in a hot yoga class, getting her alignment corrected by her Pilates instructor, and attempting to learn how to salsa – pray for her partner’s feet.
*The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
This is not, in any way, intended as an invitation to replace your existing coverage. Such an exchange is often not appropriate due to such factors as surrender charges on your existing policy, the surrender charge period on the new policy, transaction costs associated with the exchange, the values of the new policy versus the old policy, and the various fees and expenses associated with the new product. Therefore, replacing an existing policy should only be considered after a careful evaluation of these factors as well as a thorough review of your existing coverage.
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
This is not, in any way, intended as an invitation to replace your existing coverage. Such an exchange is often not appropriate due to such factors as surrender charges on your existing policy, the surrender charge period on the new policy, transaction costs associated with the exchange, the values of the new policy versus the old policy, and the various fees and expenses associated with the new product. Therefore, replacing an existing policy should only be considered after a careful evaluation of these factors as well as a thorough review of your existing coverage.
Certificates
CFP, RICP, CDFA