9825 Mira Mesa Blvd
San Diego, CA 92131
Covering branches in North County San Diego and surrounding areas
Elizabeth is a financial advisor for California Coast Financial Services. Her career began over 20 years ago in her hometown of Boston, MA and lead her to Wall Street, Los Angeles and now San Diego to be with family. She gained valuable experience with large firms such as Morgan Stanley and Wells Fargo Advisors.
She acquired her MBA after her kids were off to college and now prides herself on helping women who are facing divorce, widowed, or single and want to become more financially educated about investments and retirement planning. She holds her series 7 and 66 registrations.
In her spare time, she spends time with her son and daughter and their 3 dogs. She loves biking, hiking, and Zumba dancing.