Elaine Thompson-Perez, Investment Advisor | NAWBO

Elaine Thompson-Perez, Investment Advisor

Business: Investment Advisor

Contact Elaine: 925-381-5694

Originally from New York, Elaine has been in the San Francisco Bay Area for 19 years. She has been a financial advisor for the past seven years. She loves to work with small business owners, but her main focus and passion is helping women going through divorce. She wants to make sure they know the right questions to ask and she loves connecting people with the right resources. Elaine partners with different specialists (attorneys, CPAs, mortgage lenders, etc.) so she can provide a great team for her clients. Educating her community is important to Elaine. That's why she is currently studying for her CFP™ designation so she can provide even more expertise to her clients.

Elaine became a NAWBO member in 2016. She wanted to connect with a group of women who actually supported each other, a group that was more about the WE than the ME. Soon after joining, she sponsored a Membership Orientation meeting at her office. This was a great way for her fellow NAWBO members to get to know her and her business better. And it worked! Her advice to other NAWBO members? Get involved and participate. Be a valuable resource for one another. It's all about the connections! 

The best business advice she ever received: Don't be afraid to ask for help and make sure to find a mentor - you cannot do it all yourself.

Fun Facts:

  • Elaine spent 6 months in Cuernavaca, Mexico, to learn Spanish while she was in college.
  • She loves to travel and explore wine country.
  • For 2 years, she owned Cafe Bistro in downtown Pleasanton.
  • She has twins, one boy and one girl.
  • Elaine loves the Greek restaurant Kokkari in San Francisco.
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