Liz Tkacz Breitner

CFP®
Financial Advisor
CERTIFIED FINANCIAL PLANNER professional

Liz is a CERTIFIED FINANCIAL PLANNERTM professional who offers a highly personalized approach to comprehensive financial planning. She works with individuals and families, including multiple generations of families, as well as retirees and individuals in transition. Each has individual challenges, issues and solutions and every client is unique in their circumstances, situations and objectives.

The financial strategies and plans that are created are customized for each client and are designed to address a wide range of objectives, from education planning to retirement income planning to leaving a legacy and more. Her approach to investing is straight-forward. Liz will work with you and your goals to develop a future you desire - using a combination of strategic asset allocation as well as tactical allocation; keeping in mind that financial independence is a marathon and not a sprint.

Liz began her career in the financial services industry over 22 years ago when she accepted a position directly out of college with Roney & Co. (acquired by Raymond James in 1999). That position led her to become an assistant, and then business partner, for Kenneth P. Berry, WMS, who retired in March of 2017.

EDUCATION, CERTIFICATIONS, REGISTRATIONS

  • B.S. in Business Administration with a major in Investment Finance; Wayne State University December 1994
  • Series 7 (General Securities Representative Exam), Series 63 (Uniform Securities Agent State), Series 65 (Investment Advisor Representative), Life, Health and Accident Insurance Licenses
  • CERTIFIED FINANCIAL PLANNERTM professional

Liz and her husband, Jeremy, a project manager for an architectural firm, live in Westland, MI with their son. They are both active in their son's school as well as their church parish. Liz currently serves on the education commission for her parish. In the past she has served on the St. Mary School Advisory Board as well as the auction committee. Liz enjoys spending time with her family and just "being a mom".

"Our goals can only be reached through a vehicle of a plan in which we must fervently believe, and upon which we must vigorously act. There is no other route to success." ~ Pablo Picaso


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.