Liz Verdi, Cfp®, Aif® Email and Phone Number
Liz Verdi, Cfp®, Aif® work email
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Liz Verdi, Cfp®, Aif® personal email
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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.
Rembert Pendleton Jackson
View- Website:
- rpjadvisors.com
- Employees:
- 14
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Relationship ManagerRembert Pendleton Jackson May 2011 - PresentFalls Church, VaLiz 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. -
Relationship ManagerUnited Capital Financial Advisers, Llc Jan 2006 - May 2011 -
ParaplannerAxa Advisors Jan 2005 - Jan 2006 -
ParaplannerAmerican Express Financial Advisors 2003 - 2005
Liz Verdi, Cfp®, Aif® Skills
Liz Verdi, Cfp®, Aif® Education Details
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Family Financial Management; Business Minor
Frequently Asked Questions about Liz Verdi, Cfp®, Aif®
What company does Liz Verdi, Cfp®, Aif® work for?
Liz Verdi, Cfp®, Aif® works for Rembert Pendleton Jackson
What is Liz Verdi, Cfp®, Aif®'s role at the current company?
Liz Verdi, Cfp®, Aif®'s current role is Certified Financial Planner at Rembert Pendleton Jackson.
What is Liz Verdi, Cfp®, Aif®'s email address?
Liz Verdi, Cfp®, Aif®'s email address is ve****@****ors.com
What schools did Liz Verdi, Cfp®, Aif® attend?
Liz Verdi, Cfp®, Aif® attended Virginia Tech.
What skills is Liz Verdi, Cfp®, Aif® known for?
Liz Verdi, Cfp®, Aif® has skills like Investment Advisory, Asset Allocation, Wealth Management, Retirement Planning, Estate Planning, Strategic Financial Planning, Financial Planners, Investments, Financial Planning, Insurance Planning, Morningstar, Series 66.
Who are Liz Verdi, Cfp®, Aif®'s colleagues?
Liz Verdi, Cfp®, Aif®'s colleagues are Dan Jackson, Cfp®, Bobby Amoako, Cfp®, John Wolff, Cfp®, Aif®, Ea, Nicole Mongeon, Cfp®, Les Irby Cfp®, Aif®, Eileen Mccoy, David Tebor Cfp® Aif®.
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