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

Elizabeth McCollum, CFP®

CEP®

Owner

Prosperity Financial Planning

412 Arbor Circle
Celebration, FL 34747
FINANCIAL ADVISOR'S WEBSITE
(321) 330-6715 CONNECT WITH Elizabeth
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General

Elizabeth McCollum is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Prosperity Financial Planning in Celebration, FL and the surrounding communities.

Financial Advisor Overview

Prosperity Financial Planning's mission is to empower you to achieve financial clarity, confidence and freedom. We intentionally limit client relationships to offer a boutique specialized service experience.

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Financial Advisor Experience

Credentials: CFP® Certified Financial Planner CEP ® Certified Estate Planner MBA from The Wharton School, University of Pennsylvania Experience: Vanguard advisor and chief of staff for advice CEO of Hana Group North America, a five-company firm owned by Permira Private Equity, London VP Operations, Bonefish Grill RVP Outback Steakhouse RVP LongHorn Steakhouse Corporate finance positions at LongHorn Steakhouse and Olive Garden Specialties: Transitions into retirement and retirement income strategies Customized, complex estate planning Boutique style, high-touch wealth management services

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Other - CEP

Broker-Dealer Affiliation

Charles Schwab Corporation

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Getting Married, Mutual Funds, Real Estate, Insurance, Retirement, Long-term Care, Sudden Wealth, Medical & Health Issues, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources