Paraplanner, San Rafael
Elizabeth believes in building trusting relationships and collaborating with her team to establish the best outcomes for her clients. She is a problem solver who brings a combination of analytical skill and innovative thinking to her work, and she thrives on finding effective solutions that are as unique as the people she serves. Elizabeth previously worked in technology sales and is an experienced web developer. She is currently enrolled in the UC Berkeley Certificate Program in Personal Financial Planning.
In her spare time, Elizabeth is an avid reader and tennis player.
- BA in English Language and Literature/Letters from Boston College