Elizabeth Zimmer, CFP®
Elizabeth is a Wealth Advisor at Beacon Pointe and is committed to helping clients pursue the goals that matter most to them. She works closely with clients to identify their life priorities and commits herself to developing strategies that are customized to fit each client’s personal circumstances and unique feeling and attitudes towards investing. Her relationships are collaborations with full transparency and a sense of purpose. Prior to joining Beacon Pointe, Elizabeth spent two years at RBC Wealth Management and over five years at Merrill Lynch. Elizabeth is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and has a bachelor’s degree from the University of Southern California’s Annenberg School for Communication. She currently resides in Sherman Oaks, CA and in her spare time, she enjoys the outdoors, spending time with her family, and studying new material related to financial planning.