Liz Verdi
Certified Financial Planner at Rembert Pendleton Jackson
- Role
- Relationship Manager at Rembert Pendleton Jackson
- Location
- Falls Church, VA, US
- LinkedIn followers
- 500 followers
About Liz Verdi
Founded in 1974, Rembert Pendleton Jackson is one of the first fee-only financial…
Experience
Relationship Manager
May 2011 — Present · Falls Church, VA, US
Liz joined Rembert Pendleton Jackson in 2011. Her primary focus is on retirement planning, investment management and estate planning. She truly enjoys working with clients and works hard to ensure that every aspect of your relationship with the firm runs smoothly. She stays extremely familiar with every detail and makes certain that all client decisions are implemented as desired.
Education
Virginia Tech
Bachelor's Degree
Skills
- Investment Advisory
- Series 66
- Investments
- Morningstar
- Financial Planning
- Asset Allocation
- Strategic Financial Planning
- Wealth Management
- Retirement Planning
- Financial Planners
- Insurance Planning
- Estate Planning
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.