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Elizabeth is a Chartered Financial Consultant. She provides her client families with an independent assessment of a wide range of investment and other financial matters. Elizabeth performs a comprehensive review of each client’s financial picture including strategic asset allocation, income, estate, and retirement investments, and insurance needs. To help achieve her client’s immediate and long-term financial objectives, Elizabeth also works in conjunction with her client’s Estate Planning Attoneys and CPAs.
Elizabeth Lucero is an Investment Adviser Representative and Registered Representative of INVEST Financial Corporation, member FINRA (finra.org)/ (finra.org)/) SIPC sipc.org) INVEST and its affiliated insurance agencies offer securities, advisory services and certain insurance products.
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