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

Liz Frazier Peck, CFP®

Financial Planner

Frazier Financial Consultants

97 Allison Rd
Katonah, NY 10536
FINANCIAL ADVISOR'S WEBSITE
(704) 907-9504

General

Liz Frazier Peck is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Frazier Financial Consultants in Katonah, NY and the surrounding communities.

Financial Advisor Overview

As a fee-only financial planner and money manager, my clients come first. I help clients reach their unique goals and specific needs, such as: investing, retirement, starting a family, recently widowed or divorced, inheritance or any other of life's stages or changes. The process starts with a free consultation where we discuss your goals and needs, and my process. From there we'll determine the best plan forward. ABOUT ME: I am a CFP® professional, the author of 'Beyond Piggy Banks and Lemonade Stands: How to Teach Young Kids About Finance', and a regular contributor at Forbes. I've been featured in national media such as WSJ, Fox, NBC, People and PBS. My goal is to simplify finance so anyone can live a financially healthy life. I am based in Westchester, NY and work with clients across the country. In addition to my CFP, I have my MBA, and am a member of the National Association of Personal Financial Advisors. I am a part of our family firm, Frazier Financial Consultants in NC, which was founded in 1986.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Investment Management, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Retirement, Stocks & Bonds, Life Planning, Starting a Family, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources