Meet Elizabeth
Elizabeth is a financial planner, wealth advisor and investment manager, and money coach who expertly guides people to a deeper understanding of their relationship to money and wealth. But more than anything, she loves her life.
Elizabeth’s new book, The Power of Enough: Finding Joy in Your Relationship to Money is a paradigm-shifting exploration of how our relationship with money impacts our overall well-being and the financial systems that hinder our pursuit of experiencing wealth and genuine satisfaction.
Elizabeth is the first female principal and co-founder of a comprehensive boutique wealth planning firm, Peak 360 Wealth Management. She holds Series 6, 63, and 65 licenses, as well as a B.S. in Economics from Tulane University and an M.A. in East-West Psychology from the California Institute of Integral Studies. She is also a Certified Money Coach with the Money Coach Institute.
Elizabeth’s true gift is speaking and teaching the concepts outlined in The Power of Enough. She is a highly sought-after speaker and facilitator and has presented at conferences and seminars including Wisdom 2.0 Los Angeles, Wisdom 2.0 San Francisco, Generational Conference Cartagena & Peru, Lion Street Financial Indaba Owners Conference. She has led workshops at leading tech companies including Airbnb, Unity and Google and spent several years after her graduate degree as an adjunct professor at the California Institute of Integral Studies. Speaking is a livelihood she will never retire from.
Elizabeth currently lives in the San Francisco Bay Area with her husband and daughter. She has traveled the world, bridging her Latina and European roots, and often returns to her New Orleans birthplace.
She has worked in non-profit organizations in Oaxaca, Mexico and Colombia and studied at world-renowned institutions such as the London School of Economics and Schumacher College.