About


"I offer valuable guidance from my firsthand experience, and follow every aspect of the recruiting process to ensure a successful transition for all."
- Elyssa Baltazar CEO of Baltazar Network
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About


I offer valuable guidance from my firsthand experience, and follow every aspect of the recruiting process to ensure a successful transition for all
- Elyssa Baltazar CEO of Baltazar Network
ABOUT US
Elyssa’s background includes over two decades of experience with Fortune 100 financial services companies.

Throughout her career, Elyssa Baltazar has excelled at building businesses, leading through change management, and coaching and recruiting financial advisors. Her experience in the financial services industry, as a Financial Advisor, Branch Manager, Complex Director, and Managing Partner make her uniquely qualified to help both clients and candidates find the "right fit." She offers valuable guidance from firsthand experience and follows every aspect of the recruiting process to ensure a successful transition for all.


Volunteer Work
  • Served on Boards of the Utah Opera and the Financial Planning Association of Colorado
  • Mentor with the American Corporate Veteran Mentor Program
  • Served on the FINRA Nominating Committee
Education
  • University of South Florida, College of Business
  • University of Pennsylvania – The Wharton School – Executive Education
  • The American College – completed CFP coursework
  • She has her series 3,7,8,23,31,63,65 and life and health licenses

 
Professional Advocacy

Elyssa is passionate and involved in several women's groups, including Women in Insurance & Financial Services and the Ellevate Network, a global community of professional women dedicated to helping women advance in the workplace.


Family

Elyssa and her husband Chuck live in Cave Creek, Arizona where she enjoys hiking with her two dogs: Emily and Tino. She also enjoys watching Chuck compete in Reined Cowhorse shows.


LET'S SCHEDULE YOUR CONFIDENTIAL CONSULTATION
Elyssa has walked in your shoes, speaks your language, and understands the rapidly changing financial services industry.

Schedule Consultation