Photo: Elfrena Foord

Elfrena Foord has a unique combination of skills – She used to work as a CPA and has a Masters degree in Social Work. She combined the two to work with people and their money as a CERTIFIED FINANCIAL PLANNER ™ in 1983. Her 30+ years as a CFP® have earned her recognition in 1998 Worth Magazine’s Top 300 Financial Advisors’ List. 

Education: CERTIFIED FINANCIAL PLANNER™ Professional (1983) Legacy Wealth Coach(2006) Certified Advisor in Philanthropy(2009) B.S.-University of Nevada, Reno(1966) M.S.W.-University of Hawaii (1972)

Media Participation: “Money Talks” Radio Show, KFBK Radio (1986-88) Financial Commentator, KXPR Public Radio (1990-92) Host, “Your Money, Your Legacy,” KVIE Public Television (2008)

Speaking Topics:

  • Ten Wealth-Killing Mistakes and How to Fix Them
  • Money and Happiness - It's Not What You Think
  • The Five Building Blocks to FInancial Independence

Honors: 

  • 2014 Sacramento Region Community Foundation Don Poole Award
  • 2004 Sacramento Business Journal “Women Who Mean Business” Award
  • 1998 National Association of Women Business Owners Wise Woman Award
  • 1998 Sacramento Chamber of Commerce Outstanding Woman in Business Award 
  • 1991 International Association for Financial Planning Sacramento Chapter Service Award 

COMMUNITY SERVICE

Past President Sierra Adoption Services Board(2005-07), Sacramento Rotary Club Foundation Board (1997-98), Junior Achievement Board(1990-91), Comstock Club(1991-92), International Association for Financial Planning, Sacramento Chapter (1985-86) 

Boards Sacramento Region Community Foundation, Sacramento Estate Planning Council, KVIE Public Television, Comstock Magazine, The Effort, KXPR Public radio, Sacramento Rotary, Sacramento Symphony Foundation 

View video about Elfrena's background

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CONTACT US

1900 Point West Way, Ste 190
Sacramento, CA 95815

(916) 487-8700

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