Where Finance Meets Modern Marketing
Learn how to scale online with monthly done-for-you clear + compliant copywriting for financial advisors + coaches
Trust By Top Companies | 10+ Years Marketing + Finance Experience
Consistent Client System by Los Angelena
Expertise Rooted In Your Industry
Copy that speaks your language — crafted by a former financial advisor and current Dow Jones marketing professional who understands your audience inside and out.
Results-Drive Copy That Converts
From websites to email campaigns, I create copy that doesn’t just sound good—it drives engagement, builds trust, and turns leads into loyal clients.
Tailored Solutions For Financial Advisors + Coaches
No cookie-cutter templates here. Every word is strategically written to reflect your unique brand, connect with your audience, and achieve your business goals.
Don't confuse your client before you meet them ...
Do you sound like this?
🧾 Market Update Email
You:
“Markets are volatile, but we expect them to recover. Don’t worry, just stay the course.”
Los Angelena:
“Markets have been moving quickly this week, especially in the tech sector. Instead of reacting day by day, it helps to focus on long-term goals. For example, many investors use diversification to reduce risk when markets shift. If you’d like to review how your portfolio is positioned, let’s schedule a conversation.”
🧾 Prospecting Email
What an advisor might write:
“I’d love to meet with you to talk about your financial future. I help people just like you retire early.”
Los Angelena:
“Hi Susan, many of my clients are professionals in their 50s who are thinking about how taxes will impact their retirement income. I recently put together a short resource on the 5 biggest mistakes I see. Would you like me to send you a copy?”
🧾LinkedIn Post
You:
“I help clients retire comfortably and achieve their dreams. Reach out today if you’d like a plan.”
Los Angelena:
“Many people think of retirement planning as setting a single savings target. In reality, taxes often play a bigger role than savings alone. For example, timing Roth conversions or planning charitable giving can reduce taxes in retirement. Want to learn how this applies to your plan? Let’s connect.”
🧾 Client Touchpoint Email
You:
“Hi John, it’s time for your annual review. Please call the office to set up an appointment.”
Los Angelena:
“Hi John, as we move into Q4, it’s a good time to review how your plan is tracking against your retirement goals. We’ll also look at year-end tax opportunities that may help reduce 2025’s tax bill. You can book a time directly here: [Insert Link]. Looking forward to catching up!”
🧾 Lead Magnet Landing Page
You:
“Download my free guide to retirement. It will help you retire successfully.”
Los Angelena:
“Retirement planning isn’t just about saving — it’s about avoiding costly mistakes. In this free guide, you’ll learn:
✅ The 3 biggest tax traps for high-net-worth retirees
✅ How to reduce risk without sacrificing growth
✅ A simple framework for planning withdrawals
Download your copy today, and take the next step toward a more confident retirement.”
Explore Los Angelena's Copywriting Services
Where finance meets modern marketing
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Website + Landing Page(s) Copy
Home, Services, About, FAQs, Product Page(s), Bio, Press Releases, Experience + Achievements
Client Retention Email Marketing Campaigns
Check-Ins, Milestones, Upsells, Referrals, Welcome, Nurture, Automated Email Sequences, List Management, Email Deliverability Support
LinkedIn Newsletter
Stay top of mind with your current + prospective clients with authority-building articles
Social Media Copy
Show up consistently online where your clients are looking for you - and can share your content for further referrals
Clear How-To-Guides
From onboarding materials to using financial products, a supportive resource will keep your clients in your book of business
Lead Magnets (Drive Emails)
eBooks, Guides, Checklists - any resource your future client can download for free in exchange for their contact info
Also interested in how AI video can land you clients?
Frequently Asked Questions [Copywriting]
Will this copy be compliant with financial industry regulations?
Yes. All pieces of copy are written with compliance in mind and can be easily submitted to your compliance department for review before posting. Nothing goes live until you approve it.
IMPORTANT: All services include digital safekeeping for 5 years per the SEC Marketing Rule 206(4)-1, FINRA Rule 4511 (General Requirements), and SEC Rule 204-2 (Books and Records).
What industries do you specialize in?
I specialize in working with financial advisors and coaches. As a former financial advisor and current marketing professional for Dow Jones, I understand the unique challenges and opportunities in these industries.
How do you ensure the copy aligns with my brand voice?
I take the time to understand your brand by conducting a discovery session, reviewing your existing materials, and learning about your audience. This ensures the copy reflects your unique tone, values, and goals.
What is your process for working with clients?
My process includes:
- A complimentary 45-minute l to understand your needs
- A paid strategy session if you would like to work together (below services are part of paid package)
- Research and strategy development
- Drafting and revisions based on your feedback
- Final delivery of polished, ready-to-use copy
How long does it take to complete a project?
Timelines vary depending on the project. For example, website copy typically takes 2-4 weeks, while email campaigns or blog posts may take 1-2 weeks. I’ll provide a clear timeline during our initial consultation.
Do you offer revisions?
Yes! Each copywriting service includes unlimited revisions to ensure the final copy meets your expectations.
What if I don't know what I need?
No problem! During our discovery call, I’ll help you identify the best solutions for your goals and recommend services that align with your needs.
Do you offer packages or à la carte services?
Both! You can choose individual services or bundle them into a package for a more comprehensive approach.
How do you measure the success of your copy?
Success is measured by how well the copy achieves your goals—whether that’s increased engagement, conversions, or client retention. I also encourage feedback from you and your audience.
Can you help me rewrite my existing website copy?
Absolutely! I can optimize your current copy for clarity, SEO, and conversions while ensuring it aligns with your brand voice.
Do you include SEO (Search Engine Optimization) in your copy?
Yes, I incorporate basic SEO best practices, such as keyword optimization and meta descriptions, to help your website and social media content rank higher in search results.
How do you ensure my emails don't feel too salesy?
I focus on building relationships through value-driven content. Your emails will feel authentic, helpful, and aligned with your audience’s needs.
I am also trained in DMARC, DKIM, and SPF so I help ensure your emails do not land in the Spam or Promotions tabs based on compliant copy.
Can you help me set up automated email sequences?
Yes! I can create evergreen email sequences that run on autopilot, saving you time while nurturing your audience.
Can you help me come up with content topics?
Yes! I’ll brainstorm topics that align with your audience’s interests and your business goals.
Do you write ghostwritten content?
Yes, I can write content that sounds like it came directly from you, ensuring it aligns with your voice and expertise.
Can you help me design the lead magnet + landing page?
Yes! I have both design + copywriting skills. Happy to further discuss your specific project.
How much do your services cost?
Pricing depends on the scope of the project. I’ll provide a custom quote after our discovery call to ensure it fits your needs and budget.
You can schedule a complimentary 45-minute consultation here.What's the best way to get started?
The best way to get started is by booking a complimentary 45-minute consultation. We’ll discuss your goals, challenges, and how I can help you achieve success.
You can schedule your complimentary 45-minute consultation here.