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Liz Whitteberry

Liz Whitteberry

Liz Whitteberry is the founder of Best Path Advisors.  She has over 35 years in the financial industry, starting with an administrative position at a local credit union in 1984.  She has a passion for numbers but a bigger passion for helping women and couples improve their numbers.  Thus, 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 comprehensive wealth management, retirement planning, tax minimization, investment management, risk management, and estate planning. 

 

Liz earned a Bachelor of Science in Ministry in Leadership at Dallas Christian College.  She holds FINRA Series 7 and 63 licenses.  A life-long learner, she has thus far earned 16 industry designations including Retirement Management Advisor (RMA), Chartered Financial Analyst (CFA®), Chartered Financial Consultant (ChFC®), Accredited Investment Fiduciary (AIF®), and National Social Security Advisor (NSSA) and recently completed the Wealth Management Theory & Practice program through Yale University’s School of Management.  She is a member of the Financial Planning Association, Society of Real Financial Advisors, and CFA Society of Dallas. 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.