top of page
Elisa in the snow with her husband bundled up with a furry hood
Elisa and her husband backpacking a natural landscape with an infant in a carrier on his back

Outside the office, Elisa lives with her husband, Alex, their son Max and daughter Sophia, and their dog Toby in Shrewsbury, MA. 

​

She enjoys health and fitness, adventure, hiking, travel, and family.

Meet the Advisor Behind your Plan

Elisa to the right sitting on a mountain with sunglasses with large mountains in the background
Elisa with her arms around her two young children
Elisa's medium to large dog mostly black with some white on the chest and paws laying with it's tongue out

Associations

  • NAIFA (National Association of Insurance and Financial Advisors)
    Qualifying Member of the Million Dollar Round Table (MDRT) 2017

Certifications

  • CFP® since 2024

Elisa joined G9 Financial as a Partner in 2020.  Elisa started her practice in 2009 with the goal of bringing simplicity and understanding to the complex financial world. She holds a Bachelor of Science in Business Administration from Framingham State University from 2008.

She prides herself on taking the time with her clients to explain things clearly, so they feel in control of their decision-making. Born in Brazil, Elisa emigrated with her family to Massachusetts in 1994. Elisa’s roots are very much placed in New England where she continues to grow her business.

 

Elisa specializes in Retirement Planning.

Boards

  • NAIFA MA – Board Member 2011 to 2016

  • Massachusetts Medical Alliance – President of the Worcester District – 2017 to 2019

  • Worcester Massachusetts Medical Society – Board Member 2018 – 2020

Hear from Elisa

Check the background of investment professionals on FINRA’s BrokerCheck.

bottom of page