Liz joined the Crux Wealth Advisors team in 2020 as a Financial Advisor at our headquarters. As an advisor, she knows that each client needs a financial plan tailored to their unique situation and goals. Liz’s approach is through investing time in education. She prepares clients with the essential resources to be financially wise and feel confident in their decision making.
Regardless of her client’s life stages, from buying a first home, starting a family, sending their children to college, or investing in retirement, Liz aims to build a solid foundation with her clients and she recognizes that confidence stems from education, which leads to success. By spending the time to lay the groundwork, she hopes to inspire others through education, equipping them to make financially sound decisions throughout their lives.
Clients rely on Liz for her support, attention to detail, clear communication, and her expertise in a complex industry. The reward that Liz feels for her career stems from the close working relationships she has developed and seeing her clients through to their financial victories along with being their top advocate and “go-to” person for financial guidance.
Liz began her career with LPL Financial in 2016, where she was growing her independent business and an internship team from various colleges. There, she developed her passion for educating others when she began public speaking at local universities, holding workshops in hospitals, fire stations, and local community centers to teach individuals in all life stages about the importance and value of financial planning.
To benefit her clients and keep up with the fast-changing pace of the industry, Liz felt it was vital for her to make the move from LPL Financial to Crux. She is always working to better herself for the benefit of her clients. Liz has been taking courses at the University of Southern California Irvine to eventually take the CERTIFIED FINANCIAL PLANNER™ CFP® exam and earn the rigorous industry designation.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
California has always been my home. I grew up in a small house in Torrance with a loving family. My parents grew up together as middle school sweethearts and eventually had my sister and me. Most of my hunger to be successful in the industry comes from my incredibly hard-working parents. They are some of my biggest inspirations because they grew from having nothing to something close to perfect.
I have since moved a hop skip and a jump to Long Beach, where I have grown my life with my fireman, Alessandro, and our dog, Harvey. Together the three of us thrive on camping, cooking, and going to the beach.
I also dedicate my time outside of work to volunteering and fundraising for Girl Scouts of America, Leadership Hermosa Beach, and South Bay Women’s Association.