Before founding Financial Finesse, Liz was running a hedge fund and discovered that her investors were setting themselves up for a potentially dangerous loss during the dotcom bubble. She reasoned that if these investors had major gaps in their financial knowledge, the rest of the population did too. With this in mind, Liz left the hedge fund business altogether to help everyone else make better financial decisions.
Liz leads Financial Finesse in enabling Americans to achieve their financial goals, offering companies workplace financial wellness programs with unbiased planners. In addition to setting company strategy and spearheading daily operations, Liz collaborates with the rest of her team every day. Recently, they even produced a company-owned book together: “What Your Financial Advisor Isn’t Telling You: The 10 Essential Truths You Need to Know About Money.”