Liza Talisman
Client Service Associate at Kendall Capital Management
- Role
- Client Service Associate at Kendall Capital Management
- Location
- Washington, DC, US
- LinkedIn followers
- 500 followers
About Liza Talisman
Client Service Associate for the fee-only fiduciary financial planning team at Kendall Capital Management - Recently completed my master\'s in personal financial planning (with a certificate in financial therapy) student at Kansas State University - Working toward the Certified Financial Planner (CFP) certification - Member of the Association for Financial Counseling & Planning Education (AFCPE)- Passionate about financial well-being and making a difference in people’s lives - Excellent communicator and listener with a keen sense of empathy and knack for helping others articulate and synthesize ideas - Former editor and manager of social and economic policy research publications focused on family and financial well-being
Experience
Client Service Associate
Jun 2025 — Present · Washington, DC, US
Education
University of Denver
Graduate Certificate
2015 — 2015
Kansas State University
Master of Science - MS
2023 — 2025
Principia College
BA
2009 — 2013
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