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

As a flat-fee fiduciary financial planning firm, 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