Susan Ellena
- Director
Susan Ellena brings professionalism, a personable attitude and passion for the clients to her role as Director at Pelorus Capital Management. With expertise in wealth management, retirement planning, and estate planning strategies, she has the tools necessary to understand the needs of the individuals, families, and businesses she serves.
Before coming to Pelorus to truly take control of her clients’ journeys, Susan gained experience at places like Paine Webber, Prudential Bache, Smith Barney, and Wells Fargo Advisors. Utilizing the independent resources at Pelorus, she can give advice that is as sincere as it is comprehensive. For her, the most rewarding part of the job is to help her clients reach their financial goals.
Susan was born and raised in Orange County and attended Santa Ana College. In addition to her responsibilities at Pelorus, she supports the Salvation Army. Outside of the office, Susan enjoys cooking and entertaining. Above all though, she loves family time – especially making memories with her 4 grandchildren!
CA Insurance License Number 0A74767. Resident State CA
Before coming to Pelorus to truly take control of her clients’ journeys, Susan gained experience at places like Paine Webber, Prudential Bache, Smith Barney, and Wells Fargo Advisors. Utilizing the independent resources at Pelorus, she can give advice that is as sincere as it is comprehensive. For her, the most rewarding part of the job is to help her clients reach their financial goals.
Susan was born and raised in Orange County and attended Santa Ana College. In addition to her responsibilities at Pelorus, she supports the Salvation Army. Outside of the office, Susan enjoys cooking and entertaining. Above all though, she loves family time – especially making memories with her 4 grandchildren!
CA Insurance License Number 0A74767. Resident State CA