Liz Gillette, CFP®

Liz Gillette, CFP® is the Founder and Senior Financial Advisor at Curio Wealth, a wealth management firm.12 With 15 years of valuable professional experience, she has established herself as a prominent figure in the financial advisory industry.37

Professional Background

Gillette specializes in partnering with individuals and dual-career couples in their 30s and 40s, providing guidance towards wise financial decisions.2 As a Certified Financial Planner™ (CFP®) professional, she brings a high level of expertise to her role.4

Curio Wealth

At Curio Wealth, Gillette and her team operate as fiduciary financial advisors, committed to offering excellent wealth management services and personalized advice to their clients.1 The firm is based in Annapolis, Maryland, where Gillette serves as part of a team of financial advisors dedicated to helping clients navigate their financial journeys.5

Experience and Recognition

Gillette has been practicing as a financial advisor for 11 years, with the last 8 months at Curio Wealth as of the most recent update.6 Her extensive experience and expertise have made her a valuable resource in the financial planning community.

Professional Affiliations

As a CFP® professional, Gillette is also a member of the Financial Planning Association, further demonstrating her commitment to maintaining high standards in her field.4

Liz Gillette's LinkedIn username is indeed lizggillette, as mentioned in the query, which aligns with her professional profile and role at Curio Wealth.