Elizabeth A. Debassio, Cpa/Pfs Email & Phone Number

Elizabeth A. DeBassio brings over 25 years of planning, tax and investment experience to her position as Financial Advisor/Director of Financial Planning at WP Financial, LLC. Elizabeth’s role is to help high-net worth clients identify goals and strategize how to achieve them through investing, tax and estate planning.Prior to joining WP Financial, she was a trusted advisor at both Connecticut Wealth Management, LLC and Filomeno Wealth Management, LLC for over 9 years and 10 years, respectively, where she worked with high net worth clients, advising them on their investments and taxes. In addition, Elizabeth was employed by Brown & Brown, LLP in Boston as a supervisor in their individual tax and financial planning group, specializing in issues for high net worth clients. Her past experience also includes being a personal financial advisor to the former U.S. Ambassador to Austria and a public accountant for Deloitte and Touche.Elizabeth is often asked to present to various audiences including the Central Connecticut Business and Estate Planning Council and the Greater Hartford Probate Forum. In addition, she contributes financial articles.Elizabeth is also a Level 4 certified USA Hockey coach and has spent the last 9 years coaching co-ed ice hockey through the Avon-Canton-Farmington Youth Hockey Association. She played on the Holy Cross Women's Ice Hockey team and was a two-year captain.Investment advice offered through Private Advisor Group, a registered investment advisor.Third party posts found on this profile do not reflect the views of Private Advisor Group and have not been reviewed by Private Advisor Group as to accuracy or completeness.The investment advisor representatives of Private Advisor Group offer investment advice in every state, the District of Columbia, Puerto Rico and the US Virgin Islands.