Skip to content

Financial Advisors + Coaches ... Future-Proof Your Business To Save 30 Hours/Month!

Trusted By Top Companies | 10+ Years Marketing + Finance Experience

Where Finance Meets Modern Marketing

Monthly Done-For-You Compliant Copywriting + AI Video Content

Los Angelena - AI Logo with Title 2025-2
  • Need more time? → Spend more hours with clients, not writing content from scratch.

  • Scared of the SEC or FINRA? → Generate copy that won’t give your compliance team headaches and you can leverage AI.

  • Want to sound like an authority online? → Show up as the trusted voice in your niche.

  • Want to get more clients? → Automate your prospecting process. Turn visibility into leads, and leads into clients.

  • Want more money from your current client list? → Stay connected with your book of business so you get more money and introductions. Better understand your audience with AI tools. 

IamtheCEOo-3234973130-18_33_05

Make Money Make Sense

Financial Advisors + Coaches need copy and videos that spans the full client journey:

→ From awareness (LinkedIn/Instagram/Facebook posts, downloadable resources)

→ To nurturing (emails, webinars)

→ To conversion (calls, proposals)

→ To retention (client touchpoints)

Explore more
IamtheCEOo-1113330389-18_11_16

Copy That Leads To Clients

  • Clarity > Cleverness → Simple, direct, trust-building.

  • Educational Angle → Teach first, sell second.

  • Compliance Conscious → No promises, avoid misleading claims.

  • Trust & Warmth → Empathetic, human tone (not overly “sales-y”).

  • Call-to-Action → Always end with a clear, soft step (e.g., “Schedule a conversation”).
Explore more

Los Angelena

Empowering Financial Advisors + Coaches to Thrive Online with Compliant Copy + Video

Los Angelena is a modern marketing agency helping financial + coaches to grow smarter, faster, and more consistently online.

We specialize in copy that converts, but we don’t stop there. Our services span email deliverability and list management (so your messages actually reach the inbox), social media management (so your voice shows up where clients are listening), and AI training & content creation (so you can harness the latest tools without the overwhelm).

Our mission is simple: combine creativity + technology to help forward-thinking business owners scale their digital presence, engage the right audiences, and achieve measurable growth — all while saving time.

Los Angelena is a combination of my first name (Evelina) and hometown (Los Angeles). I'm a current Dow Jones employee (and in-house AI video expert). I have also previously worked at Intuit (QuickBooks account), helped clients with their estate planning and probate process, and ran a business as a financial advisor.

Where finance meets modern marketing.  

IMG_3792

So what does Los Angelena do?

Los Angelena's Services

At Los Angelena, words are our superpower. We help financial advisors + coaches cut through the noise with copy + videos that connects, converts, and builds trust. From inbox-ready emails and scroll-stopping social posts to compliance-friendly content strategies, we make sure your message lands where it matters most.

Clients can start with one service or do a custom approach if interested in both copy + video. Pricing varies depending on the scope of work.

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).

Consistent Client System [Copy]

Compliance-Safe Copy That Attracts Clients on Autopilot

Varies/Month
  • Website Copy (Home, Services, About, FAQs)
  • Client Retention Email Marketing Campaigns (Check-Ins, Milestones, Upsells, Referrals, Welcome, Nurture)
  • LinkedIn Newsletter + Social Media Copy
  • Bio + Positioning Refresh
  • Clear How-To Guides
  • Blog Articles + Thought-Leadership Content
  • Lead Magnets (eBooks, Guides, Checklists)
  • Product Landing Page(s) Copy
  • Authority-Building Articles

AI Avatar Advantage [Video]

Credible, Compliant Video Content That Wins Clients

Varies/Month
  • Done-For-You Idea Generation, Scriptwriting, Editing, Caption Writing + Posting
  • Professional Onboarding Videos
  • Video FAQ Library (answering common compliance-safe questions like “What’s a Roth IRA?”).
  • Service Explainers (Retirement Planning, Wealth Management, Insurance)
  • AI Video Carousels + Micro-Educational Content (Ex. tip of the week, etc.)
  • AI Video Advertising (compliance-safe, call-to-action driven)
  • Polished + Professional AI Avatar-Led Webinars
  • Personal or Stock Avatars
  • Includes Filming Support for Personal Avatar Use
  • Personalized AI Video Outreach Prospecting

Custom [Copy + Video]

Want Copy + Video? Already Have A Specific Project? Let's Connect

Varies/Month
  • "Welcome To My Practice" Video + Email Introduction
  • Cross-Promotional Opportunities with CPA's, Real Estate Agents, Lawyers, etc.
  • AI Training for Individuals + Team Members
  • Broker-Dealer-Wide Initiatives
  • Product Launches (Ex. 10+ Tutorial Videos Needed for Launch)
  • Crisis Communication

Blog

Generateap-3380791898-22_07_55

Los Angelena

Interested in the Top 25 AI + Marketing Apps to use in 2025? Download my free guide below. Let me know your favorite app. 

Download Top AI + Marketing Apps Guide Now
IMG_3794

Scale Your Business Online with Compliant Copy + Video

Want advice on landing more clients, modern marketing, and AI-powered tips delivered straight to you?

📩 Sign up for our newsletter below and get smarter with your marketing every week.