

Elizabeth Barrett
Owner & Chief Financial Advisor
Sterling Wealth Advisors
United States, Florida, Fort Lauderdale
About Me
Elizabeth serves as CEO and Senior Wealth Advisor of Sterling Wealth Advisors®, Inc., a Registered Investment Adviser. She is a CERTIFIED FINANCIAL PLANNER™, an Accredited Investment Fiduciary® designee, and a Certified Kingdom Advisor®. 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
Profile Information
Owner & Chief Financial Advisor
Sterling Wealth Advisors
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Fort Lauderdale
Florida
United States
May 15, 2024
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