Elizabeth D. Verdi, CFP®

Photo of team member
Elizabeth D. Verdi
CFP®

Principal

Elizabeth D. Verdi, CFP®, graduated from Virginia Tech in 2003 where she earned a Bachelor of Science degree with a concentration in Family Financial Management and a minor in Business.  Liz received her CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in November 2005 from the Certified Financial Planner Board of Standards, Inc. and holds the NASD Series 66 license.

Liz joined the firm in 2011. Her primary focus is on retirement planning, investment management, and estate planning.  She truly enjoys working with clients and works hard to ensure that every aspect of your relationship with the firm runs smoothly.  She stays extremely familiar with every detail and makes certain that all client decisions are implemented as desired. 

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

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