Liz Gillette is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Bay Point Wealth in Annapolis, MD and the surrounding communities.
Financial Advisor Overview
Hi, my name is Liz Gillette and I developed a passion for personal finance back in 2009!
I found myself with a mountain of debt and a real fear for how I was going to turn things around. I took to reading and began to educate myself on the many tried and true ways to get my financial house in order. That experience transformed me in such a critical way that it led me to my career in walking others through their own journey of ownership and empowerment.
I guess you could say I’ve always had an obsession with “strength and empowerment”. Maybe it’s because I have 3 older brothers, maybe it’s because I walked onto my college volleyball team as the weakest member of the team and earned myself a full scholarship and all-conference nod. I’m just always going to root for the underdog. The guy who’s been handed a rough hand and despite the odds finds a way to pursue a better life. The 'Rudy Ruettigers’ on the world.
It will come as no surprise to you that I love working with clients that are motivated for change, and ready to commit to a process. I expect honesty and clear communication when we’re talking about something as intimate as your own finances, and you can expect the same from me. I am honest, authentic, organized (my husband would say to a fault), and passionate about my career. I have great respect for the role I play, as a financial planner and coach, in my clients lives. It’s truly an honor to walk beside you and act as your accountability partner in creating the life that you’ve worked so hard for.
I hope this gives you a little glimpse into who I am, and what your planning experience will be like under my wing!
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