Elizabeth Mintzer, CFP^®

Financial Advisor

Rainer Wealth Management

390 Diablo Road, ste 202
Danville, CA 94526

(925) 217-4280 CONNECT WITH Elizabeth

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$1,000,000

General

Elizabeth Mintzer is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Rainer Wealth Management in Danville, CA and the surrounding communities.

Financial Advisor Overview

Elizabeth is passionate about helping clients make progress toward their most important life goals and achieving financial confidence. Each client relationship is built on mutual understanding, trust, and exceptional service. Elizabeth wants her clients to know that she will always go the extra mile to get the right answer for them and education is a key and ongoing component of the wealth management process. Most importantly, being truly independent allows her to make personalized recommendations that are in her client’s best interest. Elizabeth specializes in wealth management, often coordinating with CPAs and attorneys to make sure that investment, tax, and estate planning issues are fully addressed together for a comprehensive financial plan and investment portfolio.

Financial Advisor Experience

Elizabeth is a Registered Representative and Investment Advisor Representative through Cambridge Investment Research, Inc. She has her Series 7 and Series 66 licenses through FINRA. She has a Bachelor’s Degree from the University of California, Davis and a Master’s Degree from the University of North Carolina, Chapel Hill. She is a member of the Financial Planning Association - East Bay, Estate Planning Council of Diablo Valley, and Financial Services Institute.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER^®

Broker-Dealer Affiliation

Cambridge Investment Research, Inc.

Broker-Dealer Disclaimer

Securities offered through Registered Representatives of Cambridge Investment Research, a broker/dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Rainer Wealth Management are not affiliated. Registered for Securities in CA, OH, TX, WA.

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