I AM ALWAYS
STRIVING TO
ADD VALUE
TO MY CLIENTS’
LIVES. I LISTEN CAREFULLY TO UNDERSTAND FULLY SO THAT I CAN PROVIDE THE ANSWERS AND SOLUTIONS YOU DESERVE

– LIZ SAGHI –

LIZ SAGHI, CFP®

Advisor I Humanitarian
Elizabeth, “Liz”, has over 30 years of experience in the financial services industry, working for major investment banks in London, New York and San Francisco. She holds a bachelor’s degree from Boston University and earned the Certified Financial Planner designation after completing studies at the College of Financial Planning in Denver.

Elizabeth has lived in Santa Barbara for 15 years and is very active in the community. She was a founding board member of NAWBO Santa Barbara and served on the Board of the Breast Cancer Resource Center of Santa Barbara for 7 years, where she continues as a volunteer. She also volunteers as the Director of Theater Events for the Pierre Claeyssens Veterans Foundation.

Elizabeth enjoys spending time with her family and friends, traveling, playing tennis, dancing, and trying new recipes