M. Elizabeth Ivy (CFP®, CRPC®)

M. Elizabeth Ivy focuses in the
following client markets or areas of practice:

  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

With more than a decade of experience in the financial services industry, Elizabeth started Gordon Financial, LLC with the goal of providing highly personalized and client-focused fee-only financial planning and investment management services to the Charleston community and beyond.

As a graduate of the Darla Moore School of Business at the University of South Carolina in 2003, Elizabeth earned a Bachelor of Science degree, dually majoring in Finance and Marketing, and minoring in Sociology.

After completing Boston University's CERTIFIED FINANCIAL PLANNER™ Certification Education program in 2008, Elizabeth passed the CFP® Board of Standard's Certification Examination, and became a CERTIFIED FINANCIAL PLANNER™ Professional.

In 2015, Elizabeth earned the CHARTERED RETIREMENT PLANNING COUNSELOR™ designation from the College for Financial Planning.

 

NAPFA Start Date

April 10, 2015

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This Office

232 Berkeley Pointe Ct Summerville, SC 29486 Phone: (843) 936-3941