With more than 20 years of experience as a Financial Advisor, Elizabeth is dedicated to helping her clients meet their financial goals. Backed by the vast resources of Wells Fargo Advisors, Elizabeth is fully invested in her clients. As a Wells Fargo Advisors Financial Advisor, Elizabeth can also provide access to various products and services offered through Wells Fargo Bank. Elizabeth has been a Financial Advisor with Wells Fargo Investments, currently known as Wells Fargo Advisors, since 1995. Prior to joining Wells Fargo Investments, she was a Financial Advisor with Dean Witter Reynolds in San Francisco. She holds an AAMS designation from the College of Financial Planning. Elizabeth currently lives in Redwood Shores with her son, Aidan, and actively participates in local events and activities.

Comprehensive Investment Planning

Making sure your wealth continues to work in support of the goals you have established takes careful planning. Such planning is not a single event. It is a process. As your life circumstances change, so must the investment strategies targeted to your specific needs and goals. Elizabeth works closely with you to develop a customized investment plan and provides comprehensive planning services. She will help you stay on track to meet your goals through in-depth analysis of your investments, portfolio reviews and support to provide advice and guidance. Although Elizabeth does not provide legal or tax advice, she can help you stay current with the tax law changes and estate plan issues to help preserve and protect your wealth-now and for generations to come.

Portfolio Management Services

In addition to managing traditional brokerage accounts, Elizabeth offers fee-based account management services that focus on the long-term benefits of your financial strategy. She utilizes a variety of investment management programs which are fee based, not commission based, assessing a quarterly fee on the assets under management. Through these programs, she can help you develop portfolios that are designed to balance your needs for safety, growth, and current income. She will meet with you and review your portfolio's allocation and performance on a regular basis - quarterly, semiannually or annually. Please review the Wells Fargo Advisors advisory disclosure document for a full description of services and fees.

Advice for your Full Financial Life

The last thing you need in your busy life is a complex web of financial relationships. As a Wells Fargo Advisors client, you’ll enjoy the convenience and clarity of coordinating much, if not most, of your financial life through a single point of contact. It’s a distinct advantage of working with one the world’s premier financial institutions. In helping you address your financial needs beyond investing, Elizabeth partners with Wells Fargo Bank lending and banking affiliates.

CA Life Insurance License #0B49871
Residency: CA