Liz  Frazier Peck,  CFP<sup>&reg;</sup> - Financial Advisor

Liz Frazier Peck, CFP®

Financial Planner

Frazier Financial Consultants

97 Allison Rd
Katonah, NY 10536
FINANCIAL ADVISOR'S WEBSITE
(704) 907-9504 CONNECT WITH Liz
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General

Liz Frazier Peck is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Frazier Financial Consultants in Katonah, NY and the surrounding communities.

Financial Advisor Overview

Liz decided to go into financial planning after the birth of her first child in 2013, and joined Frazier Financial Consultants in 2014. Like so many other new parents, she realized the overwhelming need to make sure her new family was financially prepared and protected. This ultimately began her passion for helping other young families and working professionals. Liz grew up in Chapel Hill, and received her BS at NC State and MBA from Wake Forest University. Liz then moved to New York in 2008 for work, where prior to financial planning she was the Marketing Director at Forbes Media. In 2017, Liz received her CFP, and is a member of NAPFA and FPA. Liz is married with two sweet young children and lives in Westchester, NY. Her favorite vacation spot is North Carolina, where she travels frequently to visit her family (and enjoy the warm weather).

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Attending College, Budget & Debt Management, Comprehensive Financial Planning, Buying a Home, Career Change, Asset Allocation, Getting Divorced, Getting Married, Job Loss, Life Planning, Retirement, Starting a Family, Women's Finances

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Helpful Financial Planning Resources