Liz G. Gillette, CFP^®

Liz Gillette is a Founder and Senior Advisor at Curio Wealth, bringing over 18 years of experience helping individuals and families navigate their financial lives with clarity and confidence. She earned her Bachelor of Business Administration from George Washington University, where she was an all-conference Division I volleyball player and a Dean’s List student. Liz passed the Series 65 exam in 2015 and earned her CERTIFIED FINANCIAL PLANNER® certification from Northwestern University in 2016. Liz partners with individuals and couples in their 30s through 50s who are navigating the complexities of work, life, and caregiving. As both a leader and advisor, she is known for her ability to listen deeply, simplify complexity, and meet clients where they are. Her work is grounded in a simple idea: money should support the life you actually want to live. She helps clients align their spending with their values, without judgment, and with intention. She believes it’s not about choosing between enjoying life today or planning for the future, but finding a balance that allows both. From there, she guides clients to use their resources in a way that feels purposeful now while still building toward what’s ahead.

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Irregular Income, Mutual Funds, Getting Married, Real Estate, Job Loss, Insurance, Life Planning, Starting a Family, Sudden Wealth, Men's Finances, Nontraditional Households, Women's Finances