Elizabeth Barrett (AIF®, CFP®, CKA®, MA)
Elizabeth Barrett focuses in the
following client markets or areas of practice:
- Corporate Executives
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Corporate Executives
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Elizabeth serves as CEO and Senior Wealth Advisor of Sterling Wealth Advisors®, Inc., a Registered Investment Adviser. She is a Certified Financial Planner®, an Accredited Investment Fiduciary® designee, and a Certified Kingdom Advisor®. She focuses her expertise in the areas of tax planning, estate planning, retirement planning, and investment management. Her insights have led her to become a requested speaker for seminars, workshops, and radio programs and to be interviewed by financial magazines. She has been quoted in The Miami Herald, The Sun-Sentinel, Smart Money, Forbes, Money, and Kiplinger's Personal Finance. Elizabeth holds a master’s degree in counseling psychology. Because of her extensive training in this area, she has the unique advantage of helping her clients understand their personal psychological beliefs regarding wealth, which often impact the way they attain their financial goals. Elizabeth is a member of the National Association of Personal Financial Advisors, offering comprehensive personal financial planning.
Additional Information
Elizabeth is very active in her community, having served on the board of The Financial Planning Association, The National Association of Women Business Owners, and The Business Advisory Council and as a diplomat at The Tower Club in Ft. Lauderdale. Elizabeth prides herself on maintaining close client relationships. Her practice has grown primarily through referrals of current clients. Elizabeth is a devoted mom to her son, Sterling. She is also an avid reader, enjoys photography, and loves to travel. She has a passion for life and for the people who are a part of hers.
NAPFA Start Date
October 06, 2000
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