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Elizabeth Hutton (CFP®)

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

  • Baby Boomers
  • Financial Psychology/Coaching
  • Generation X
  • Millennials
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

As a CERTIFIED FINANCIAL PLANNER™ professional, Elizabeth is responsible for working with clients to reach their unique financial goals. With several years of experience in Portfolio Operations for the firm, she understands the importance of matching investment strategies to different client objectives. Elizabeth graduated cum laude from the University of Rochester with a B.S. in Chemical Engineering.

Outside of work, Elizabeth enjoys traveling, gardening and renovating her new home with her husband, and participating in the Rochester Paddle Tennis League.

NAPFA Start Date

January 10, 2023

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

165 Culver RD Rochester, NY 14620 Phone: (585) 325-4140
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