Liz Frazier
CFP®, MBA
Frazier Financial Consultants
Financial Advisor and Author
Liz Frazier
CFP®, MBA
Frazier Financial Consultants
Financial Advisor and Author
I am a fee-only financial planner and provide financial advice for all areas of life including: retirement, investing, budgeting, debt management, savings goals, college funding, etc. I focus on hourly and project planning, which can range from help with specific financial questions, plans to "get on track" or comprehensive financial plans. - Liz Frazier, CFP®, MBA
Fee-Only financial planner located in Katonah, NY, serving clients locally and across the country
Liz Frazier Peck is a Somers, NY fee-only financial planner. Frazier Financial Consultants provides comprehensive financial planning, retirement planning, and education planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Liz Frazier Peck is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Liz Frazier Peck decided to go into financial planning after the birth of her first child in 2013. Like so many other new parents, she realized the overwhelming need to make sure her new family was financially prepared and protected. Her goal is to alleviate the anxiety that surrounds finance and provide simple advice for all of life's stages and changes.
An advocate of financial literacy for children, Liz is the author of Beyond Piggy Banks and Lemonade Stands: How to Teach Young Kids About Finance (2019).
She is also a regular finance contributor on Forbes.com, focusing on everyday personal finance that anyone can understand and use; her articles provide real world simple, accessible, and entertaining financial advice. In additional to writing for Forbes, she has been interviewed by the Wall Street Journal, PBS, and multiple local radio programs. More can be found on her website at LizFrazier.com
In addition to her CFP, she holds an MBA from Wake Forest University and is a member of the National Association of Personal Financial Advisors (NAPFA).
Liz lives in Westchester NY with her husband and children. Outside of work, she can be found playing dinosaurs with her toddler son, on “movie dates” with her six-year-old daughter, conducting science experiments with her 10-year-old stepson, or sneaking away for the much needed date night with husband and friends.
Liz Frazier 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.
At Frazier Financial Consultants, we believe in the importance of Client-Partner relationships. As a Fee-Only family run firm, we revolve our practice around your unique interests, needs and goals. We are dedicated to working with you closely to create tailored plans that help you towards your ideal financial future. Our relationship with you is ultimately what sets us apart - We are your partner, through every stage and step of your financial journey.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Projections and Planning
- College Education Planning
- Budgeting
- Debt Management
- Risk & Insurance Assessments
- Saving for Goals
- "Getting On Track Financially"
- Investment Recommendations
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- Single Parents
- Millennials
- Working Professionals
- Women
Working Together
- In-Person Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Liz Frazier Peck is a NAPFA-Registered Financial AdvisorThe 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.
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Liz Frazier Peck is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Liz Frazier Peck is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Liz Frazier Shares Interactive Money Lessons for Kids on Good Morning Washington
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Liz Frazier Peck is a Personal Finance Contributor for Forbes
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Liz Frazier is the Author of Piggy Banks and Lemonade Stands
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Liz Frazier Peck is Quoted on inherQuests: "A Passion For People And Financial Planning"
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Liz Frazier Peck is Quoted on WISE: "Financial Advisor Warning Signs"
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Liz Frazier Peck is Featured on SpeakerHub
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Liz Frazier Peck is Quoted on TCI Foundation: "The cost of financial advice"
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Liz Frazier Peck is Quoted on Savers: "Teaching Your Kids the Basics of Finances"
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Liz Frazier Peck is Quoted on Blumberg Capital: "There are Far-Reaching Financial Consequences for Missing Just a Single Shift, Study Shows"
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Liz Frazier is Quoted on She Knows: "Should Kids Get Pocket Money?"
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Liz Frazier is Quoted in the Wall Street Journal: "The Promotion That Comes Without the Pay Raise"
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Liz Frazier is Quoted on Financial Poise: "Seeking a Money Magician? 5 Don’t’s When Selecting a Financial Advisor (and 5 Do’s)"
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Liz Frazier is Quoted on Giving Compass: "8 Creative Ways To Teach Your Children About Charity This Holiday Season"
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Liz Frazier is Quoted on PBS Newshour: "Want your kids to learn the power of money? Start a lemonade stand"
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Liz Frazier can be Seen on WRAL Discussing "When and how to talk to children about money"
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Liz Frazier can be Seen on NBC CT Discussing "4 Financial Basics for Kids"
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Liz Frazier is Quoted in People: "When Should I Give My Kids an Allowance - and How Should They Earn it?"
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Liz Frazier is Quoted in People: "How Do I Talk to My Kid About Money?"
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Liz Frazier is Quoted on BBC: "The camp that makes future millionaires"
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Liz Frazier is Quoted on HerMoney, from Jean Chatzky: "What You Need to Know About College Financing"
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Liz Frazier is Quoted on The Penny Hoarder: "How to Manage Your Money After Going From Two Incomes to One"
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Liz Frazier is Quoted on The Penny Hoarder: "4 Ways to Prepare in Case of a Financial Emergency"
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Liz Frazier is Interviewed on WHBC Discussing: "Spent Too Much Over The Holidays?"
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Liz Frazier is Interviewed on KSFR: "Wake Up Call for November"
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Liz Frazier is Interviewed on KSFR: "Savvy Spending -- How To Talk to Your Kids About Money"
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Liz Frazier is Interviewed on KSFR: "How to Talk to Your Spouse About Spending-Carefully"
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Liz Frazier is Interviewed on KSFR: "Don’t Be a Victim of Obituary Scams"
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Liz Frazier is Interviewed on KSFR: "When Parents Move in With Adult Children"
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Live Healtiher, Live Wealthier with Liz Frazier
Contact Liz Frazier
Office Locations:
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97 Allison Rd
Katonah, NY 10536 -
Headquarters
Chapel Hill, NC 27514
