Elizabeth A. Barrett is a Certified Financial Planner™ Professional and Registered Investment Advisor, and the owner of Cambridge Tax & Financial Consultants, Inc, a Fee-Only financial advisory firm. She is a member of The Cambridge Alliance, a national association of Fee-Only Personal Financial Advisors offering comprehensive personal financial planning. She is also a member of The National Association of Tax Practitioners and The Financial Planning Association. Elizabeth is actively involved in her community, having served on the Board of The Financial Planning Association, The National Association of Women Business Owners, The Business Advisory Council and as a Diplomat at The Tower Club in Ft. Lauderdale.
Elizabeth focuses her expertise in the areas of Tax Planning and Preparation, Estate Planning, Retirement Planning and Investment Management. Her insights have led her to become a requested speaker for seminars and workshops, on radio programs, and to be interviewed by financial magazines. She has been quoted in The Miami Herald, Smart Money, Forbes, and Kiplinger's Personal Finance Magazines.
Elizabeth also holds a Master's Degree in Counseling Psychology. Because of her training in this area, she has the unique advantage of helping her clients understand their personal psychological beliefs regarding wealth, which often affect the way they obtain their financial goals.
Elizabeth prides herself on maintaining close client relationships. Her practice has grown primarily through the unsolicited referrals of her current clients.
|