Liz Frazier Peck (CFP®, MBA)
Liz Frazier Peck focuses in the
following client markets or areas of practice:
- AUM
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Novice Investors
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- AUM
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Novice Investors
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
Planning Specialties
As a fee-only fiduciary financial planner, my clients come first. I partner with my clients to simplify the complexities of finance and help them reach their unique goals. I provide asset management and comprehensive financial planning. Specialties include retirement planning, investment recommendations, college planning, inheritance, divorce and any other of life's stages or changes.
All engagements start with a free initial phone call where we’ll discuss your goals and see what path works best for you.
Additional Information
I am a fee-only CFP® professional, the author of 'Beyond Piggy Banks and Lemonade Stands: How to Teach Young Kids About Finance', and a regular contributor at Forbes. I've been featured in national media such as WSJ, Fox, NBC, People and PBS. My goal through my practice, speaking, writing and partnerships is to simplify finance so anyone can live a financially healthy life. I am based in Westchester, NY and work with clients across the country. In addition to my CFP, I have my MBA, and am a member of the National Association of Personal Financial Advisors. I am a part of our family firm, Frazier Financial Consultants in NC, which was founded in 1986. As a family business founded upon trust, transparency, and devotion, some of our clients have been with FFC for 30+ years, and most of our clients are based on referrals.
In my free time you'll find me playing with my kids, or on the tennis courts!
You can connect directly with me on my website at lizfrazier.com or on my firm's website at frazierfinancialconsultants.com.
NAPFA Start Date
January 19, 2017
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