Liz Whitteberry is the founder of Best Path Advisors. She has been in the financial industry since 1984 when she got an administrative position at a local credit union. In 1999, she founded her financial planning firm to provide comprehensive retirement planning for successful women and couples, especially engineers and executives. She specializes in tax minimization, wealth management, and risk management. When she’s not working, she enjoys reading, studying, and running marathons or ultramarathons. She and her husband Bob have been married over 30 years and have three grown children and an energetic Weimaraner.
Liz earned a Bachelor of Science in Ministry in Leadership at Dallas Christian College. She holds FINRA Series 7 and 63 licenses. She enjoys learning and has thus far earned 18 industry designations including Retirement Management Advisor (RMA), Chartered Financial Analysis (CFA®), Chartered Financial Consultant (ChFC®), Accredited Investment Fiduciary (AIF®), and National Social Security Advisor (NSSA). She is a member of the Financial Planning Association, Society of Real Financial Advisors, and CFA Society of Dallas.