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Transform Your Dreams Into Reality
Elizabeth Perez-Garcia
Financial Advisor
| Creating Financial Peace of Mind & Confidence |
Here For You.
Hi there! I'm Elizabeth & I am happy to have you here.
Born in the vibrant heart of Puerto Rico, I bring the same energy and fervor of the island through the work I do with my clients every day. Raised by my mom (current teacher) and father (Coast Guard Ret.), my passion lies in ensuring clients can have a safe space to discuss all things money.
Before running my own financial planning practice, I was a licensed private investigator who was simply trying to figure out how to be efficient with my money. My goal always is to simplify complex ideas and strategies, so that you can focus on spending time living YOUR life. I work with clients who are busy and generally top performers in their respective fields.
I take pride in helping extraordinary people achieve their financial goals and their full potential not just for them, but for their families.
My Why: Kilian, my husband, who currently serves in the Army and our dog Ruger - I love our little family and am grateful for them every day <3 You can catch us anywhere from hanging out with friends and grabbing flights at our local breweries to running Spartan races (yes we do this for fun)!
To my current/future clients...
Every day I learn how to be a better advisor for you. Constantly learning in so many different ways doing so much research for you. Reading, listening to various podcasts, webinars, coaches, mentors, third party market research, internal data, client experience & mistakes/advice.
My commitment to you? I will never stop trying to learn and be more efficient.
Helping you live your best life.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
