
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
You Might Like
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management