Liz Frazier Peck, MBA, CFP®

Fee-Only Financial Planner and Money Manager | Author | Forbes Contributor

Connect Cancel

Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.

Click Here to Learn More
Contact Me
Frazier Financial Consultants Liz Frazier Peck, MBA, CFP®
Katonah, NY

Serving Clients Nationwide

Fee-Only Financial Planner and Money Manager | Author | Forbes Contributor

Areas of Focus

  • Divorce Financial Planning
  • Financial Life Planning
  • Inherited Wealth
  • Investing
  • Investment Management
  • Loss of Spouse or Partner
  • Retirement Planning

About Liz Frazier Peck, MBA, CFP®

I am a CFP® professional, the author of 'Beyond Piggy Banks and Lemonade Stands: How to Teach Young Kids About Finance', and Director of Education at Copper Banking. I am also a regular contributor at Forbes, and have been featured in national media such as WSJ, Fox, NBC, People and PBS. My goal through my practice, speaking, writing and partnerships is to simplify finance so anyone can live a financially healthy life.

Financial Planning can feel overwhelming and intimidating, and most don’t know where to start. As a fee-only financial planner and money manager, my clients come first. I partner with my clients to simplify the complexities of finance through transparent money management and comprehensive financial planning. I help clients reach their unique goals and specific needs, such as: investing, retirement, starting a family, recently widowed or divorced, inheritance or any other of life's stages or changes.

The process starts with a free consultation where we discuss your goals and needs, and my process. From there we'll determine the best plan forward.

I am based in Westchester, NY and although most of my clients are in NY, NJ and CT - I work with clients across the country. In addition to my CFP, I have my MBA, and am a member of the National Association of Personal Financial Advisors. I am a part of our family firm, Frazier Financial Consultants in NC, which was founded in 1986. As a family business founded upon trust, transparency, and devotion, some of our clients have been with FFC for 30+ years, and most of our clients are based on referrals.

Outside of work, I can be found playing tennis or spending time with my family.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER ®
  • Master of Business Administration (MBA)

Affiliations

  • American Institute of Certified College Financial Consultants (AICCFC)
  • CFP Board
  • Fee Only Network
  • Financial Planning Association
  • FinCon
  • Garrett Planning Network
  • National Association of Personal Financial Advisors

Primary Location

97 Allison Rd, Katonah, NY 10536 


Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Hourly Rate
  • One-time Financial Plan
  • Percentage of Assets Managed

What to expect in the first meeting

The first meeting is complimentary. We'll discuss your goals and I'll tell you about my practice. From there we'll determine how we can best work together.

About Frazier Financial Consultants

About Frazier Financial Consultants

Founded in 1986 by Deborah Frazier, Frazier Financial Consultants revolves its practice around a premise: Advising clients in Financial Matter without the selling of any products. At the time, Fee-only financial planning was in its infancy, but by 1992, Deborah discovered other like minded professionals within the National Association for Professional Financial Advisors (NAPFA), and was a member until 2018. In 2003, Deborah’s son Richard Frazier joined Frazier Financial Consultants, and by 2014, her daughter Liz Frazier Peck joined as well.

Education

Wake Forest University, MBA | North Carolina State University, BS, Business

Hobbies and Interests

  • Eating Out
  • Family
  • Movies
  • Reading
  • Rock Climbing
  • Tennis
  • Traveling

Who We Serve

  • Baby Boomers
  • Blended Family
  • Business Owners
  • College Graduates
  • Corporate Executives
  • Couples
  • Divorce
  • DIY Investors
  • Dual Income Family
  • Entrepreneurs
  • Families
  • Financial Independence Retire Early (FIRE)
  • Gen X
  • Gen Y / Millennials
  • Gen Z
  • Individuals
  • Intergenerational Families
  • LGBTQ
  • Living in Retirement
  • Newly Engaged / Newlywed
  • Non-Traditional Clients
  • Parents
  • Single Women
  • Widow
  • Women Professionals
  • Women’s Finance
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.