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 15 years 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

1501 Belle Isle Avenue, Suite 110 Mount Pleasant, SC 29464 Phone: (843) 936-3941