CoverProfile

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
View more

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

BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc