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


  • 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 


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

Elfrena's Staff



1900 Point West Way, Ste 190
Sacramento, CA 95815

(916) 487-8700