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Liz Verdi, Cfp®, Aif® is listed as Certified Financial Planner at Rembert Pendleton Jackson at Rembert Pendleton Jackson, a with 14 employees, based in Falls Church, Virginia, United States. AeroLeads shows a work email signal at rpjadvisors.com and a matched LinkedIn profile for Liz Verdi, Cfp®, Aif®.
Liz Verdi, Cfp®, Aif® previously worked as Relationship Manager at Rembert Pendleton Jackson and Relationship Manager at United Capital Financial Advisers, Llc. Liz Verdi, Cfp®, Aif® holds Bachelor'S Degree, Family Financial Management; Business Minor from Virginia Tech.
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AeroLeads found 2 current-domain work email signals for Liz Verdi, Cfp®, Aif®. Compare company email patterns before reaching out.
Founded in 1974, Rembert Pendleton Jackson is one of the first fee-only financial planning firms in the Greater Washington, D.C. area. We take pride in giving unbiased, comprehensive financial planning and investment advice. Liz Verdi joined the firm in 2011 and became a principal in 2017. With over 20 years of experience, her primary focuses are retirement and education planning, investment management, and estate implementation. Liz develops tailored financial plans with a clear and concise strategy. She keeps her clients motivated and holds them accountable in an effort to shape their financial behavior. 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 and holds the NASD Series 66 license.
Listed skills include Investment Advisory, Asset Allocation, Wealth Management, Retirement Planning, and 8 others.
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Falls Church, Va
Liz joined Rembert Pendleton Jackson 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.
Other employees you can reach at rpjadvisors.com. View company contacts for 14 employees →
John Wolff, Cfp®, Aif®, Ea
Colleague at Rembert Pendleton JacksonFalls Church, Virginia, United States
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Anthony Fewell
Colleague at Rembert Pendleton JacksonBaltimore, Maryland, United States
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Nicole Mongeon, Cfp®
Colleague at Rembert Pendleton JacksonFalls Church, Virginia, United States
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Eileen Mccoy
Colleague at Rembert Pendleton JacksonGreater Dublin, Ireland
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David Tebor Cfp® Aif®
Colleague at Rembert Pendleton JacksonArlington, Virginia, United States
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Bobby Amoako, Cfp®
Colleague at Rembert Pendleton JacksonWashington Dc-Baltimore Area, United States
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Dan Jackson, Cfp®
Colleague at Rembert Pendleton JacksonWashington Dc-Baltimore Area, United States
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Les Irby Cfp®, Aif®
Colleague at Rembert Pendleton JacksonReston, Virginia, United States
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Quick answers generated from the profile data available on this page.
Liz Verdi, Cfp®, Aif® works for Rembert Pendleton Jackson.
Liz Verdi, Cfp®, Aif® is listed as Certified Financial Planner at Rembert Pendleton Jackson at Rembert Pendleton Jackson.
AeroLeads has found 2 work email signals at @rpjadvisors.com for Liz Verdi, Cfp®, Aif® at Rembert Pendleton Jackson.
Liz Verdi, Cfp®, Aif® is based in Falls Church, Virginia, United States while working with Rembert Pendleton Jackson.
Liz Verdi, Cfp®, Aif® has worked for Rembert Pendleton Jackson, United Capital Financial Advisers, Llc, Axa Advisors, and American Express Financial Advisors.
Liz Verdi, Cfp®, Aif®'s colleagues at Rembert Pendleton Jackson include John Wolff, Cfp®, Aif®, Ea, Anthony Fewell, Nicole Mongeon, Cfp®, Eileen Mccoy, and David Tebor Cfp® Aif®.
You can use AeroLeads to view verified contact signals for Liz Verdi, Cfp®, Aif® at Rembert Pendleton Jackson, including work email, phone, and LinkedIn data when available.
Liz Verdi, Cfp®, Aif® holds Bachelor'S Degree, Family Financial Management; Business Minor from Virginia Tech.
Liz Verdi, Cfp®, Aif® is listed with skills including Investment Advisory, Asset Allocation, Wealth Management, Retirement Planning, Estate Planning, Strategic Financial Planning, Financial Planners, and Investments.
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