Who is Elizabeth?
Elizabeth began her experience in the financial industry in 2008 when she opened the doors to her private practice. For years she helped countless individuals and couples gain clarity within their relationship to money by looking at their emotional, psychological and spiritual beliefs with money, or as she would call it, starting with inner economics first. Many of these clients continue today as her clients consider her an invaluable mentor and friend.
In 2012 her clients encouraged her to take the next step into Financial Planning, or outer economics. They had gained the clarity they originally sought, and were ready to implement financial strategies to create greater wealth and well being in their lives. They wanted Elizabeth to continue the journey with them.
With this invitation Elizabeth joined her first financial planning firm, David White & Associates in July 2012 and proceeded to undergo the rigorous training and certifying process to become a financial advisor and wealth manager. In the process she discovered that her passion lived in helping people through times of transition. It was here where her work in inner and outer economics could serve as a bridge for her clients to gain personal self-awareness and receive financial planning advice. In 2019 she joined a new boutique firm Peak360 Wealth Management as a partner and is very excited to continue to shape trends in her industry.
Elizabeth completed a B.S. in Economics from Tulane University in New Orleans, LA. She achieved a Masters in East-West Psychology from the California Institute of Integral Studies in San Francisco, CA. She also participated in a year-abroad program at the London School of Economics. Her cultural roots extend to New Orleans and Colombia, South America. She is fluent in both English and Spanish.
Elizabeth holds a Series 6, 63 and 65, Life & Health license, and is obtaining her CFP designation. She lives with her husband, daughter and community in Oakland, CA.
Check the background of Ameritas Investment Corp. or Elizabeth Husserl on FINRA’s BrokerCheck.
Securities offered through Lion Street Financial, LLC. (LSF), member FINRA & SIPC. Investment Advisory Services offered through Lion Street Advisors, LLC. LSF is not affiliated with PEAK360 Wealth Management, LLC.
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