AeroLeads people directory · profile
Liz Pace Clu®, Chfc®, Cltc® Email & Phone Number
Chief Executive Officer
at
Lourdes
1 work email found
@lourdescbd.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Executive Officer
Location
United States
Company size
Who is Liz Pace Clu®, Chfc®, Cltc®? Overview
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Quick answer
Liz Pace Clu®, Chfc®, Cltc® is listed as Chief Executive Officer at Lourdes, a with 19 employees, based in United States. AeroLeads shows a work email signal at lourdescbd.com and a matched LinkedIn profile for Liz Pace Clu®, Chfc®, Cltc®.
Liz Pace Clu®, Chfc®, Cltc® previously worked as Financial Advisor at Merrill Lynch and Principal at Suqutra. Liz Pace Clu®, Chfc®, Cltc® holds Clu from The American College.
Company email context
Email format at Lourdes
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{first}@lourdescbd.com
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AeroLeads found 1 current-domain work email signal for Liz Pace Clu®, Chfc®, Cltc®. Compare company email patterns before reaching out.
Profile bio
About Liz Pace Clu®, Chfc®, Cltc®
An accomplished and results-driven expert specializing in advanced planning concepts in life and long-term care insurance, wealth transfer and business succession planning for high net worth and ultra high net worth clients. I provide a comprehensive approach to financial planning needs. My goal is to create a cohesive integrated estate planning strategy designed to preserve wealth across generations.Series 7, General Securities Representative, Series 66, General Lines License, Coaching, Estate Planning, Critical Thinking, Customer Relations, Financial Analysis, Insurance, Product Knowledge, Organizational Skills, Policy Analysis, Securities, Research, Sales, Strategic Planning,
Listed skills include Wealth Management, Strategic Financial Planning, Estate Planning, Series 7, and 39 others.
Current workplace
Liz Pace Clu®, Chfc®, Cltc®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Lourdes
8 roles
Liz Pace Clu®, Chfc®, Cltc® work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Current
Aug 2023 - Present
Chief Executive Officer
Current
Feb 2022 - Present
Principal
Experienced Principal with a proven track record of success in the insurance and investment industries.Founded and led an independent insurance agency and investment firm, utilizing a unique combination ofbusiness acumen and leadership skills to drive growth and profitability. A strategic thinker with a passionfor providing comprehensive financial solutions to clients.Accomplishments:Successfully established and grew an independent insurance agency and investment firmImplemented innovative investment strategies causing significant growth in assets under management.Developed and maintained strong relationships with key insurance providers and investment partners.
Jun 2018 - Dec 2022
Insurance Specialist
Insurance Expert for South Central territory, specialize in analyzing, problem solving, training and solutions recommendation to advisors for high net worth and ultra-high net worth clients. Provide product and strategy training to Capital One Financial Advisors and Wealth and Asset Managers. Create and present complex case design and solutions implementation via advisor relationships to highly valued bank clients.
Dec 2015 - Jun 2018
Wealth Management Consultant
Collaborate with Financial Advisors to capitalize on their life insurance opportunities in their practices by providing wealth strategy solutions for their clients.
Apr 2011 - Jul 2014
Wealth Management Specialist
Consult CPAs and tax professionals doing wealth planning with their clients, from cash management to estate planning including qualified and quasi qualified plans, 529's, life insurance and portfolio strategiesProvides sales assistance and coaching to field advisors to increase close ratio on insurance cases with large premiums Co-create the content creation and delivery of Insurance Strategies to field advisors at Insurance Training Workshops provided throughout the USAProvides specialized detailed information on insurance, estate and legacy planning strategies and make client recommendationsAnalyze current client policies and make recommendations of strategies based on client needsProvide training and support to internal Wealth Management Consultants on insurance and estate planning strategies and products
Aug 2006 - Apr 2011
Financial Consultant
Managed and built a book of business through prospectingManaged millions of clients assets through various investment vehiclesProduced stock portfolios and managed client accounts on discretionary basis Created and Implemented investment plans to enable clients to achieve financial goalsExtensive knowledge and training in retirement, education, estate, and investment planningCritical thinking and execution of planning skills to resolve financial issuesPerformed various case studies and research projects in the areas of financial planning and analysisCreated reconciliation and post analysis reports for clientele
Mar 2002 - Oct 2004
4 education records
Liz Pace Clu®, Chfc®, Cltc® education
Bachelors Of Business Administration
Fintech
FAQ
Frequently asked questions about Liz Pace Clu®, Chfc®, Cltc®
Quick answers generated from the profile data available on this page.
What company does Liz Pace Clu®, Chfc®, Cltc® work for?
Liz Pace Clu®, Chfc®, Cltc® works for Lourdes.
What is Liz Pace Clu®, Chfc®, Cltc®'s role at Lourdes?
Liz Pace Clu®, Chfc®, Cltc® is listed as Chief Executive Officer at Lourdes.
What is Liz Pace Clu®, Chfc®, Cltc®'s email address?
AeroLeads has found 1 work email signal at @lourdescbd.com for Liz Pace Clu®, Chfc®, Cltc® at Lourdes.
Where is Liz Pace Clu®, Chfc®, Cltc® based?
Liz Pace Clu®, Chfc®, Cltc® is based in United States while working with Lourdes.
What companies has Liz Pace Clu®, Chfc®, Cltc® worked for?
Liz Pace Clu®, Chfc®, Cltc® has worked for Lourdes, Merrill Lynch, Suqutra, Capital One, and Saybrus Partners.
How can I contact Liz Pace Clu®, Chfc®, Cltc®?
You can use AeroLeads to view verified contact signals for Liz Pace Clu®, Chfc®, Cltc® at Lourdes, including work email, phone, and LinkedIn data when available.
What schools did Liz Pace Clu®, Chfc®, Cltc® attend?
Liz Pace Clu®, Chfc®, Cltc® holds Clu from The American College.
What skills is Liz Pace Clu®, Chfc®, Cltc® known for?
Liz Pace Clu®, Chfc®, Cltc® is listed with skills including Wealth Management, Strategic Financial Planning, Estate Planning, Series 7, Insurance, Financial Planning, Life Insurance, and Retirement.
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