Meet the Partners

Elfrena Foord
Elfrena Foord
Meet Elfrena's Staff

Elfrena Foord has a unique combination of skills: a CPA with 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 25+ years as a CFP have earned her recognition in 1987 on the Money Magazine’s List of Best Financial Planners and in 1998 Worth Magazine’s Top 300 Financial Advisors’ List.

Education: Certified Public Accountant(1969) Certified Financial Planner (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
• High Value, Zero Tax Estate Planning

Honors:
1998 Sacramento Chamber of Commerce Outstanding Woman in Business Award 1998 Worth Magazine Top 300 Financial Advisors’ List
1991 International Association for Financial Planning Sacramento Chapter Service Award
1987 Money Magazine’s List of Best Financial Planners in the U.S.


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 Elfrena's Speaking Topics videos
View video about Elfrena's background