Elizabeth Grady, CFP® is a financial consultant with Equitable Advisors where she advises business owners, families and individuals. She was inspired to study finance in college and graduated from DePauw University with a B.A. in Economics & Classical Civilizations. She is a CERTIFIED FINANCIAL PLANNERTM professional and has attained her FINRA Series 7 & 66 licenses. She is a currently pursuing her CHFC & CLU designations. Elizabeth has an unbridled enthusiasm for the financial services industry and all that it has to offer her counterparts fostered by her mentor, Kate Leipprandt. Elizabeth is particularly interested in having members of her generation embrace a financial plan, which will give them confidence for the various challenges that they will encounter both personally and professionally. She firmly believes that if one has a balanced, well-thought out strategy, a person will be able to more strongly navigate the peaks and valleys of life with the added benefit of being able to help others. Elizabeth's confidence in the importance of sound planning was instilled from an early age by her grandfather whose life example bore fruit in his long retirement through age 99.
CFP®, CERTIFIED FINANCIAL PLANNER™ professional, and CFP(with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Boards initial and ongoing certification requirements.