Elizabeth M. Bennett, MBA
Principal and Certified Financial Planner™ Intercoastal Wealth Planning
For Certified Financial Planner™ Elizabeth Bennett, managing money is more than a career—it’s a passion, and its roots are personal. Bennett’s father died when she was 7, and her widowed mother became so overwhelmed with financial burdens that she had declared bankruptcy by the time Elizabeth turned 18. Bennett went on to earn a B.S. in Accounting from Penn State University so that she would not fall into similar financial hardship.
Now, as head of Intercoastal Wealth Planning in Boca Raton, she shares her insights from nearly 35 years in finance with a wide range of clients, designing custom plans to steer them toward financial freedom and independence. These include widows and divorcees, soon-to-be retirees, and others undergoing major life changes.
Bennett is familiar with the mistakes that amateur investors often make without the advice of a professional fiduciary—such as playing the stock market ineffectively. Bennett is an expert at reversing these habits, and excels at providing solutions for her clients during times of market volatility.
“I pride myself on building a client’s portfolio based on what their risk tolerance is,” she says. “We always start with a financial plan. I need to understand who you are and what your goals are, and where you are today, so I can help you get to where you want to go.”
Contact Elizabeth’s office to schedule a private, complimentary consultation on your financial planning and investment needs.
INTERCOASTAL WEALTH PLANNING
561-210-7339
intercoastalwealth.com
Securities offered through J.W. Cole Financial (JWC) member FINRA/SIPC. Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA). Financial planning, insurance, and tax services offered through Bay Financial Planning and Tax Services, LLC DBA Intercoastal Wealth Planning , a Registered Investment Adviser, Bay Financial Planning and Tax Services, LLC and JWC/JWCA are unaffiliated entities.
This post is part of the 561 Faces special advertising section from the November/December 2024 issue of Boca magazine. For more like this, click here to subscribe.
