Elizabeth T. Boatwright,  CFP<sup>&reg;</sup> - Financial Advisor

Elizabeth T. Boatwright, CFP®

President/(Owner)

23500 Cristo Rey Dr, Unit 202E
Cupertino, CA 95014-6522
(650) 422-1847

General

Elizabeth Boatwright is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at in Cupertino, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Investment Management, Estate Planning, Retirement

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Helpful Financial Planning Resources