Liz Frazier Peck

About Liz

Investopedia Top 100 Financial Advisor 2023 I am a fee-only CFP® professional, the author of 'Beyond Piggy Banks and Lemonade Stands: How to Teach Young Kids About Finance', and a regular contributor at Forbes. I've been featured in national media such as WSJ, Fox, NBC, People and PBS. My goal thro... 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.

Areas of focus

Credentials & background

The firm