Liz Frazier Peck (CFP®, MBA)

Liz Frazier Peck focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Divorce Planning
  • Financial Psychology/Coaching
  • Generation X

Planning Specialties

My goal is that everyone - regardless of income, age, race, gender, status, education - has access to financial planning. It does not need to be expensive or complicated, and certainly shouldn't only be for the wealthy. I provide my clients with comprehensive plans that include everything from retirement planning and investment recommendations, to budget planning, saving for a home, college funding and debt payoff plans. I have no 'minimums' and charge by the hour, so my fee is based on the project complexity. I offer each client a free initial call to discuss your needs, then provide the fee upfront so there are no surprises.  

Additional Information

Liz Frazier is a certified financial planner specializing in financial planning for families and working professionals. She started her practice to provide financial planning to everyone - not just the wealthy. Her services range from simple budgeting and dept help to retirement planning and investment recommendations. Her goal is to educate and alleviate the anxiety that surrounds finances and provide simple advice for all of life's stages and changes. 

She is the author of the book "Beyond Piggy Banks and Lemonade Stands: How to Teach Young Kids About Finance"; educating kids at an early age is her pasison. She is a regular finance contributor on Forbes.com, and has been featured in national media such as People.com, Wall Street Journal, ABC, CNBC, PBS, HerMoney, Bustle and more.


In addition to her CFP, Frazier holds an MBA from Wake Forest University and is a member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA). She joined her family's firm, Frazier Financial Consultants (FFC), in 2014. 

Frazier lives in Westchester NY with her husband and children. Outside of work, she can be found playing dinosaurs with her toddler son, on "movie dates" with her six-year-old daughter, conducting science experiments with her ten-year-old stepson, or sneaking away for the much needed date night with husband and friends.


You can connect directly with Frazier on her website at lizfrazier.com or on her firm's website at frazierfinancialconsultants.com.

 

NAPFA Start Date

January 19, 2017

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Other Offices

109 Conner Dr Ste 205 Chapel Hill, NC 27514-7040 Phone: (919) 929-6940 Fax: (919) 967-1190
1 Summit Cir Somers, NY 10589-2422 Phone: (704) 907-9504