Creative Capital Wealth Management Group schema markup layout
Elizabeth recently joined CCWMG, bringing over 20 years of financial industry knowledge with her. She began her career in finance in 2000 and has worked with some of the largest financial institutions in the world, with experience spanning from residential and commercial mortgages to high net worth investment and retirement planning. She began her focus on financial advice when she joined The Vanguard Group back in 2008, where she acquired her Series 7, 63, and 65, culminating in her getting her CERTIFIED FINANCIAL PLANNER (CFP®) designation in 2018. She then moved from Vanguard to Prudential Advisors in 2019, where she expanded her life insurance and holistic financial planning experience, before joining CCWMG in 2022.
Elizabeth has a passion for helping people achieve their financial goals and has built her career around the idea that everyone deserves a chance at financial success. In her spare time, she enjoys yoga and martial arts but her main love is travel. She lives in West Chester with her husband, Matthew, and their very elderly Chihuahua, Spike.
Wouldn’t you like to know if you are on the right financial path? Schedule your Second Opinion Service meeting, and speak with an experienced advisor. The only cost is your time – the results could be invaluable. Great things start with a conversation.
There are several differences between standard retainer-based advisors and retainer-based clients, some that people don’t even think about. Check out the top 12 benefits of retainer-based planning!