Financial Planner at
Liz Frazier Peck
Years of Experience
12 years
Number of Clients
150
Average Client Size
$1,000,000
Member Since
2025
As a fee-only CFP, my goal is to provide access to expert, unbiased, and simple financial planning for everyone. Plans are based on your needs, and can include retirement planning, investment recommendations, college funding, saving and more.
My clients are often professionals who are saving for multiple goals and want help creating a comprehensive strategy or make sure they are on track. Savings goals include planning for retirement, buying a home, saving for colleges and family. Additionally, my clients often have investments and want advice on their portfolio, but not looking to pay a % of assets to a money manager.
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MBA
Obtained in 2004
Bachelors in Business
Obtained in 1999
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