Liz Gillette, CFP®
Liz Gillette, CFP®
Liz Gillette, a certified financial planner, has helped many of her clients achieve their financial goals. Her passion for finance and desire to help people create a better future led her to a career in financial planning. With a degree in Business-Marketing from The George Washington University and a Certification in Financial Planning (CFP®) from Northwestern University, Liz has honed her skills as an independent financial advisor, coach, and mentor. She is currently working at MainStreet Financial Planning, Inc. as a Financial Planner.
Liz's mission is centered on understanding her client's aspirations, values, and goals, so she can create and implement a financial plan that aligns with their needs. With a focus on personalized service, Liz strives to exceed her client's expectations with uncompromising integrity. Her previous experience as a Director of Client Services and Regional Business Development Manager at Lifetime Wealth Planning and Management provided her with the expertise necessary to navigate complex financial situations, while maintaining her client's trust.