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portrait of Liz Barnett
FINANCIAL ADVISOR

Liz Barnett

CRPC™
100 Superior Plaza Way, Suite 250, Superior, CO 80027opens in a new window
CallSend Me a Message

About Liz

I spent many years in the services industry in finance and in health wellness. I started my career on wall street as a trader for portfolio managers and then continued on to get a master's in finance. As I grew older, I found that my passion is for helping others reach their goals. I transitioned into consulting in the health and wellness industry and then finally back into finance, helping individuals and families with their financial goals.

I've found that having a strategy in place is the best way to reach your goals. Financial goals are similar to fitness goals. For...

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • Employee Stock Options
  • Business Retirement Plans

Work History

  • Edward JonesSeptember 2018 to Current

Certifications

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Fairfield UniversityMaster of Science

Personal Interests

  • Active Lifestyle
  • Coaching Sports
  • Health & Nutrition
  • Mountain Biking
  • Personal Fitness

Team Members

  • Nancy Appenzeller
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun By Appointment Only

Phone

(303) 449-2555

Fax

(888) 466-1419

Office Address

100 Superior Plaza Way
Suite 250
Superior, CO 80027opens in a new window

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