Elizabeth Woodrum
CFP®
Marotta Wealth Management
Financial Analyst
Elizabeth Woodrum
CFP®
Marotta Wealth Management
Financial Analyst
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Elizabeth Woodrum, CFP®
Fee-Only financial planner located in Charlottesville, VA, serving clients locally and across the country
Meet Elizabeth Woodrum
Elizabeth Woodrum is a financial analyst, specializing in Social Security, safe withdrawal rates, and cash flow analysis; a portfolio manager who rebalances portfolios as well as trades in response to client cash flow needs; and a wealth manager to a select number of clients.
Elizabeth graduated from Virginia Tech Summa Cum Laude and holds a B.S. in Business with a concentration in Financial Planning. She also minored in Sociology. During her time at Virginia Tech, Elizabeth was an active member in the Virginia Tech collegiate chapter of the Financial Planning Association. She joined the firm full-time in 2017.
Elizabeth Woodrum is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Contact Elizabeth Woodrum
Office Locations:
-
1000 Ednam Center
Suite 200
Charlottesville, VA 22903
