Elizabeth D. Verdi CFP®, AIF®

Relationship Manager

Liz Verdi joined the firm in 2011 and became a principal in 2017. With over 15 years of experience, her primary focuses are retirement and education planning, investment management, and estate implementation. She truly enjoys working with clients and works hard to ensure that every aspect of your relationship with the firm runs smoothly. She familiarizes herself with every detail and makes certain that all client decisions are implemented as desired.

Liz graduated from Virginia Tech where she earned a Bachelor of Science with a concentration in family financial management and a minor in business. She received her CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in April 2006 from the Certified Financial Planner Board of Standards, Inc., and holds the NASD Series 66 license.

Liz grew up in Virginia Beach and currently lives in Falls Church, Va., with her husband, Anthony, and children, Gianna and Anthony. She is a devoted Hokie and enjoys running and spending time with family and friends.

 

Please click here to schedule a meeting with Liz