Liz  Revenko,  CFP<sup>&reg;</sup> - Financial Advisor

Liz Revenko, CFP®

MBA, CPCC

Senior Financial Planner

Private Ocean

100 Smith Rd., Ste 300
San Rafael, CA 94903
FINANCIAL ADVISOR'S WEBSITE
(415) 526-2900 CONNECT WITH Liz
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General

Liz Revenko is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Private Ocean in San Rafael, CA and the surrounding communities.

Financial Advisor Overview

As a financial planning professional, Liz is passionate about helping her clients live for today while building and protecting resources for a thriving future. She uses her analytical skills and communication talents to explore complex situations so that her clients can have ease and clarity as they decide among the options available to them.  


She is a thinking partner for life’s twists and turns. She specializes in helping clients strategically build their wealth during earning years—and then simplify the complexities of using retirement assets such as Social Security, retirement account distributions, pensions, deferred comp, stock options, and Roth conversions. She has developed a firm-wide recommended portfolio withdrawal rate program after extensive research and analysis on retirement planning services. 

Liz started her career teaching middle school, went on to earn graduate degrees in both business and economics and has held positions in global corporate finance, economics, and the nonprofit sector. In addition, Liz is an award-winning author of humorous mysteries. 

She believes in empowering women to get connected with their financial decisions. She and colleague Mary Ballin founded Mosaic’s Women's Circles, monthly gatherings where women come together to ask questions, explore their relationships with money, and learn from each other’s experiences.

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Financial Advisor Experience

Liz Revenko is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Liz has her MBA from San Diego State University and an MA in Economics from UC Santa Barbara. She is a credentialed coach. Liz received her training at the Coaches Training Institute (CTI), and is also accredited via the International Coach Federation as an Associate Credentialed Coach (ACC).

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified Professional Coach (CPCC, ACC)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Mosaic Financial Partners, Inc. is a fee-only fiduciary and RIA, not a broker-dealer. For more information, please see our disclosures.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Employee Benefits, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Startup, Sudden Wealth, Women's Finances

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