Liz Frazier Peck, MBA, CFP®

Fee-Only Financial Planner | Author | Forbes Contributor

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Frazier Financial Consultants Liz Frazier Peck, MBA, CFP®
Katonah, NY

Serving Clients Nationwide

Fee-Only Financial Planner | Author | Forbes Contributor

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Areas of Focus

  • Financial Life Planning
  • Investing
  • Retirement Planning
  • Saving
  • Saving for College

About Liz Frazier Peck, MBA, CFP®

I'm a CFP fee-only financial planner located in Katonah, NY, serving clients locally and across the country. I partner with my clients to simplify the complexities of finance and help them reach their unique goals. I create tailored financial plans based on my client’s specific needs, including: retirement, investing, college planning, debt, budget management, buying a home, divorce, inheritance and any other of life’s changes and stages.

As a child of a financial planner, I was always interested in helping others organize their finances and understand money. When I had my first child, like so many new parents, I realized the overwhelming need to make sure my family was financially prepared and protected. I got my CFP, joined the family firm, Frazier Financial Consultants, and started seeing clients to help them do the same. Developing relationships with my clients and using financial planning to help them reach their goals and enhance their lives is a true joy for me.

I have my MBA and am a member of multiple financial associations including The National Association of Personal Financial Advisors (NAPFA), the country’s leading professional association of Fee-Only financial advisors. I’m a member of Financial Planning Association (FPA) and Garrett Planning Network. I am a regular financial contributor on Forbes.com, as well as an expert for other national platforms, podcasts and media. I'm also the author of 'Beyond Piggy Banks and Lemonade Stands: How to Teach Young Kids About Finance'

I live in Westchester NY with my husband and children. 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 


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Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Hourly Rate
  • One-time Financial Plan

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.

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