Elizabeth Barrett, MA, CFP®, AIF® CEO & Senior Wealth Advisor954.771.1313
Elizabeth serves as CEO and Senior Wealth Advisor of Sterling Wealth AdvisorsSM, Inc., a registered investment advisor. She is a CERTIFIED FINANCIAL PLANNER™ and an Accredited Investment Fiduciary® designee. She focuses her expertise in the areas of tax planning, estate planning, retirement planning, and investment management. Her insights have led her to become a requested speaker for seminars, workshops, and radio programs and to be interviewed by financial magazines. She has been featured in The Miami Herald, The Sun-Sentinel, Smart Money, Forbes, Money, and Kiplinger's Personal Finance.
Elizabeth holds a master’s degree in counseling psychology. Because of her extensive training in this area, she has the unique advantage of helping her clients understand their personal psychological beliefs regarding wealth, which often impact the way they attain their financial goals.
Elizabeth is a member of the National Association of Personal Financial Advisors, the Financial Planning Association, and the Centre for Fiduciary Excellence. She is very active in her community, having served on the boards of The Financial Planning Association, The National Association of Women Business Owners, and The Business Advisory Council. She has also served as a diplomat at The Tower Club in Ft. Lauderdale.
Elizabeth prides herself on maintaining close client relationships. Her practice has grown primarily through referrals of current clients. She is a devoted mom to her teenage son, Sterling. She is also an avid reader, enjoys photography, and loves to travel. She has a passion for life and for the people who are a part of hers.