Elizabeth Remick (CFP®, MBA)

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

  • AUM
  • Baby Boomers
  • College/Education Planning
  • Divorce Planning
  • Federal Employees
  • Investment Advice with Ongoing Management

Planning Specialties

Specialties include: Financial Planning, Investment Management, Life Planning, Career and Financial Coaching in a supportive environment.

Additional Information

Life Is About the Journey. At Ithaka we understand there are many paths in the journey of life. Rather than focusing solely on financial data, we take a more flexible and creative approach. We take a wider view that embraces your unique personality and preferences.. In addition, we know that goals can change not only with the ebb and flow of family, employment, and markets but also with changes of the heart. Be assured that Ithaka will help you monitor and reevaluate your goals, adjusting your plan to help you meet the changes and challenges of life.

NAPFA Start Date

August 16, 2013

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This Office

5425 Wisconsin Ave Ste 600 Bethesda, MD 20815-3588 Phone: (301) 968-2381