Liz Frazier Peck
Financial Planner at
Liz Frazier Peck
Years of Experience
12 years
Number of Clients
150
Average Client Size
$1,000,000
Member Since
2025
Allow Me to Introduce Myself
One thing I want my clients to know about me is...
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.
Clientele
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.
Services Provided
Investment Management
Investment Planning
Retirement Planning
Financial Planning
Specialties and Expertise
Credentials and Designations
Certified Financial Planner™
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Master of Business Administration
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Pricing Models
Education
Wake Forest University
MBA
Obtained in 2004
North Carolina State University
Bachelors in Business
Obtained in 1999
Advisor Links
Disclosures and Proof of License
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