Elizabeth Dipp Metzger,  CFP<sup>&reg;</sup> - Financial Advisor

Elizabeth Dipp Metzger, CFP®

Eagle Strategies/ NY Life

4907 Crossroads Dr, Ste A
El Paso, TX 79922
(915) 613-4300 CONNECT WITH Elizabeth
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General

Elizabeth Metzger is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Eagle Strategies/ NY Life in El Paso, TX and the surrounding communities.

Financial Advisor Overview

Elizabeth Dipp Metzger is president of Crown Wealth Strategies, a comprehensive wealth strategies firm in El Paso, TX serving clients nationwide. As a Financial Professional, Dipp Metzger provides clients with an integrated retirement and insurance strategy focused on maximizing value over the course of their lifetime. Dipp Metzger's focus is physicians, professionals, and business owners in the affluent market. She provides holistic strategies for retirement, college funding, business planning and wealth accumulation.

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Financial Advisor Experience

Certified Financial Planner (CFP), Accredited Estate Planner and Master of Science in Financial Services. Elizabeth has been in the financial industry for 8 years, and member of JC&GD III Real Estate Group for 10. years.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: TX, NM, AZ, MI, NJ, NY, PA
  • Health/disability insurance: TX, NM, AZ, MI, NJ, NY, PA
  • Fixed annuities: TX, NM, AZ, MI, NJ, NY, PA
  • Variable annuities: TX, NM, AZ, MI, NJ, NY, PA

Broker-Dealer Affiliation

NYLife Securities, Inc.

Broker-Dealer Disclaimer

Elizabeth Dipp Metzger, a Financial Adviser offering investment advisory services through Eagle Strategies, a Registered Investment Adviser. Registered Representative offering securities through NYLIFE Securities LLC, Member FINRA/SPIC, a Licensed Insurance Agency, 303 N. Oregon St. Suite 1100 El Paso, TX 79901*915-613-4300. Crown Wealth Strategies is not owned nor operated by Eagle Strategies LLC or its affiliates.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Cross-border Planning, Business Taxes, Corporate Finance, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Succession Planning, Long-term Care, Medical & Health Issues, Special Needs, Personal Taxes

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