Why I Love My Job
One of the most rewarding aspects of my role is supporting our clients as they move through their life stages—from buying a first home, to starting a family, to sending their children to college. Being part of the effort to help them achieve their financial victories is truly an honor.
Elizabeth enjoys building connections with clients. Efficient and detail-oriented, she works in meeting their custodian account needs and requirements. “My goal,” she says, “is for every client to feel that they’re working with a firm that cares and takes their concerns to heart.” Elizabeth relishes the educational aspects of her work, is committed to growing in her profession, and “being a part of a team where I’m able to learn from and collaborate with my peers is amazing.” She joined our Long Beach team in 2022.
Elizabeth began her career in finance with Cerda Munoz Advisors, Inc., where she served as a Financial Associate from 2018 to early 2022.
She holds a B.S. in Business Finance from California State University, Northridge, and is currently a candidate for the CFP® Certification through Boston University’s Financial Planning Program.
Passionate about volunteering, Elizabeth believes that “the benefits of giving your time and commitment to a worthwhile cause is priceless.” Her experience includes church activities, tutoring, mentoring, and volunteering at senior centers and homeless shelters. She also loves teaching children about financial planning.
Elizabeth enjoys spending time with family and friends, especially her favorite person in the world – her son. During weekends, you’ll find them at Disneyland, the beach, or in a garden somewhere.
Fun Fact
My perfect day would start with an acai bowl and end with an acai bowl.