Broker Check
Elizabeth Whitteberry, RMA®, CFA®, CIPM®, ChFC®, AIF®

Elizabeth Whitteberry, RMA®, CFA®, CIPM®, ChFC®, AIF®

Holistic Financial Planner

As founder of my holistic financial planning firm, my mission is to help my clients retire securely and stay retired comfortably. I believe time is our most precious resource, and our wealth should enable us to make the most of our time. I work with successful women and couples who are seeking concrete, creative strategies to fuel an extraordinary, fulfilled life. I am passionate about helping them make informed financial decisions and create long-term financial security. I specialize in retirement planning, risk management, portfolio management, socially-responsible investing, tax minimization, college planning, inheritances, legacy planning and comprehensive wealth management and preservation. I believe in the continual pursuit of excellence, as can be seen by my long list of credentials.


Bachelor of Science, Ministry and Leadership, Dallas Christian College


  • Certified Fund Specialist (CFS®), Institute of Business and Finance, November 2006
  • Chartered Retirement Plans Specialist (CRPS®), College for Financial Planning, January 2008
  • Accredited Asset Management Specialist (AAMS®), College for Financial Planning, July 2008
  • Accredited Wealth Management Advisor (AWMA), College for Financial Planning, May 2009
  • Chartered Financial Consultant (ChFC®), The American College, August 2012
  • Chartered Financial Analyst (CFA®), CFA Institute, September 2013
  • Accredited Investment Fiduciary (AIF®), fi360, October 2017
  • Certified Divorce Financial Analyst (CDFA), Institute for Divorce Financial Analysts, October 2017
  • Certified in Long-Term Care (CLTC), Certification for Long-Term Care, June 2019
  • Retirement Management Advisor, Investments and Wealth Institute, November 2020


  • National Social Security Advisor (NSSA®), National Social Security Association, October 2016
  • Certificate in Investment Performance Measurement (CIPM®), CFA Institute, November 2017


  • FINRA Series 7 and 63 registrations
  • Life, Accident and Health Insurance License


  • Financial Planning Association, Dallas-Fort Worth Chapter
  • CFA Society of Dallas-Fort Worth


I have been married to Bob since 1987. We have three grown children, Jordan, Clay and Zach, and a grand-dog, Bogi.  I enjoy running and have completed 47 marathons and 17 ultra-marathons ranging from 50k to 100 miles. I also love to study and read. In addition to the Bible, my current stack of books in progress includes:

  • The Psychology of Money by Morgan Housel
  • Finance for Normal People: How Investors and Markets Behave by Meir Statman
  • Predictably Irrational: The Hidden Forces that Shape Our Decisions by Dan Ariely
  • The Practice by Seth Godin
  • The Longevity Economy by Joseph F. Coughlin
  • What to Do When Machines Do Everything by Pring, Frank & Roehring

If you have a great book suggestion, please send me an email or message!

Contact me at or call me at 817-849-1375 to schedule a time to discuss your personal financial situation and how I can guide you on your best financial path with confidence, clarity and simplicity.