Liz McQueen
CRPC®
EP Wealth Advisors
Vice President/Partner
Liz McQueen
CRPC®
EP Wealth Advisors
Vice President/Partner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Liz McQueen, CRPC®
JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars
Why did Liz become a Financial Advisor?
“Born and raised in the UK, I always liked finance. Working in the City of London with institutional clients was a rewarding career. After taking a hiatus to raise two children, I realized the impact of teaching good financial skills. Working as a financial advisor allows me to see the impact good financial advice can make on an individual or family. Building a connection and making a difference one family at a time inspired me to become a financial advisor.”
Informed Investor Reports, Client Education Webinars, Articles and Checklists
EP Wealth Youtube Channel with additional commentary
Walking alongside people through difficult times has always been important to Liz McQueen. “Helping people with their investments is part counseling and part investments; money is a difficult topic for most people and assisting them in reaching their goals is very fulfilling.” From a young age, Liz has always been interested in the stock market. Growing up in London, she had the opportunity to work with several of the largest and most prestigious investment banks in the United Kingdom. She continued her travels to Montreal Canada, enjoying the French cuisine and culture and later planted her roots locally—volunteering with the Kirkland Police Domestic Violence Unit. Liz brings a wealth of knowledge and expertise to EP Wealth Advisors, holding her Series 7 and 66 licenses. She is also a Chartered Retirement Planning Counselor (CRPC®). Running and skiing when time and weather permits, Liz also enjoys spending time with her husband John, their two children and practicing her French culinary skills.
EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm headquartered in Torrance, California. EP Wealth manages over $16.1 billion in AUM as of December 31, 2022. With offices from coast to coast, EP Wealth combines the resources of a large firm with a local approach to provide client-centric financial planning, wealth management and investment management services to individuals and businesses. EP Wealth continues to grow and enrich the lives of our clients and team and has been recognized as a leader in the RIA space by multiple financial and industry publications, including Barron's 2022 list of top RIA’s, Financial Planning’s top firms of 2022, and many more at both the national and regional level. The firms Torrance headquarters has been named a Best Place to Work by the Los Angeles Business Journal, and several advisors and functional leaders have been named to varied "Best", "Rising Star" and "40 Under 40" lists.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
-
Liz McQueen is a Chartered Retirement Planning Counselor℠ (Learn More)The Chartered Retirement Planning Counselor℠ or CRPC® designation is a premier retirement planning credential. The CRPC® program covers all aspects of the retirement process in a single comprehensive program with no product or advising biases.
Contact Liz McQueen
Office Locations:
-
New Address Coming Soon
Kirkland, WA 98033
