Elizabeth Campa-Flanagan
CERTIFIED FINANCIAL PLANNER™
Certified Investment Management Analyst

645 Indian Rocks Rd N
Belleair Bluffs, FL 33770
Phone: 727-585-1212
Contact Us

Map & Directions

Most people envision their financial future in relation to the type of lifestyle they wish to have. Perhaps that may involve extensive traveling, a sports car, or a new yacht. Or, it may be to retire comfortably, without financial worry. Whatever those goals may be, Liza enjoys helping people design a plan to achieve their goals.

Objectivity is a key advantage. Since Raymond James does not offer proprietary products, Raymond James advisors can help clients customize products and services to achieve specific goals and objectives. Raymond James provides its advisors with state of the art financial planning tools that include sophisticated approaches to asset allocation, as well as research in every major asset class, product, and many important areas of financial planning. Liza is focused on providing an integrated advice platform for all clients – offering investments and capital markets solutions, as well as a full range of trust, banking and credit services accessible through the Raymond James Bank FSB, and Raymond James Trust Company. Through Raymond James she can offer an array of investment alternatives and services equivalent to almost anything Wall Street has to offer.

Financial Planning Services

• Personalized review of goals, objectives, and risk tolerance
• Portfolio and insurance/annuity policy reviews
• Help in designing or updating a written investment plan/Investment Policy Statement
• Security selection and asset allocation
• Important information and educational sessions
• Monitor progress and help with any needed changes

Specialty Services

• Cash management and cash flow budgeting
• College, financial, retirement, estate & investment planning
• Business continuation planning and employee benefit planning
• Risk management and long-term care planning
• High net worth and institutional investment plan consulting

Liza builds long-term relationships with her clients based on mutual respect and trust. She strives not only to meet her clients' expectations, but also to surpass them by providing unique personalized service, professional advice, extensive experience, and filling the role of educator:

Unique personalized service – Liza takes her clients’ personal finances as seriously as she takes her own. And, because she works with a wide range of clients, from individuals and families to large corporations and institutions, Liza knows that each unique situation requires a personalized investment strategy. "I take the time to truly understand a client’s needs," she explains. "By doing so, I can add value to my services by creating a customized plan designed for that individual or company. This is not a business of one size fits all. My clients deserve the best possible services and advice," she adds. "I treat them as if they were family."

Professional advice – Liza focuses on entire portfolios from retirement plans and insurance protection to asset allocation, providing complete financial planning solutions. She works with an extensive network of specialist such as investment management firms, CPAs, attorneys, trust officers, or insurance experts, when appropriate, to help ensure that all issues have been addressed.

Extensive experience – With expertise in a number of areas – tax, investment, retirement and estate planning, as well as risk management and income accumulation - Liza combines this with two decades of hands-on experience, along with her knowledge of the economic environment, to help her clients enhance their lifestyles.

Educator – Liza believes that educating clients is essential to building their trust and confidence in the decisions they make. She explains each choice and its implications so clients can achieve both short- and long-term goals. In addition, Liza holds educational workshops on various topics for women, families, business owners, and seniors. Continuing education credits are available for CPAs and members of the PGA of America.

Mission Statement

Recognizing the importance of well-informed investors, I make every effort to educate all clients about the complexities of investing, while encouraging reasonable expectations of investment results.

I am dedicated to the success of my clients through quality planning and thoughtful advice. I assist clients in mapping action plans designed so they may reach their financial goals. I focus on each client's complete financial picture, from building a nest egg to passing assets on to heirs.