Elizabeth Hutton (CFP®)

Elizabeth Hutton focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Financial Psychology/Coaching
  • Generation X
  • Millennials
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

As a CERTIFIED FINANCIAL PLANNER™ professional, Elizabeth is responsible for working with clients to reach their unique financial goals. With several years of experience in Portfolio Operations for the firm, she understands the importance of matching investment strategies to different client objectives. Elizabeth graduated cum laude from the University of Rochester with a B.S. in Chemical Engineering.

Outside of work, Elizabeth enjoys traveling, gardening and renovating her new home with her husband, and participating in the Rochester Paddle Tennis League.

NAPFA Start Date

January 10, 2023


This Office

120 East Ave Rochester, NY 14604-2551 Phone: (585) 325-4140