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Liz Sylvan, CFP®, CDFA®

Real Life. Real Money. Real Financial Plans.

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Cultivating Wealth Liz Sylvan, CFP®, CDFA®
New York, New York

Serving Clients Nationwide

Real Life. Real Money. Real Financial Plans.

Areas of Focus

  • Divorce Financial Planning
  • Education Funding
  • Employee Benefits
  • Financial Life Planning
  • Investment Management

About Me

Hi, I'm Liz Sylvan, a financial planner at Cultivating Wealth.

I work collaboratively with individuals and families to enable them to move confidently toward their financial and life goals. I provide guidance in all areas of personal finance including tax planning, retirement planning, investments, estate planning, education funding, and preparing for the purchase of a home or investment property.

In addition to general financial planning, as a Certified Divorce Financial Analyst, I help divorcing individuals and couples to make informed financial decisions.

I have been a financial planner since 2015 and received the Certified Financial Planner designation in 2018. In addition to my client-focused work, I have provided pro bono financial planning through the Borough of Manhattan Community College and the Financial Planning Association’s Financial Planning Days.

Prior to my career in finance, I spent a decade in the non-profit sector, helping organizations to fund their missions through individual and institutional giving.

When I'm not working, I enjoy traveling, exploring New York City on my bike, and spending time with my husband and two kids.

Professional Designations

  • Certified Divorce Financial Analyst (CDFA)
  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • Financial Planning Association
  • National Association of Personal Financial Advisors

Primary Location

New York, New York, 11201

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Flat Fee
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule your free 15-minute introductory call. We'll listen and learn more about you and your individual circumstances and financial planning needs. And we can answer your questions to help you decide if we're a good fit to work together.

Offers Investment Management

Yes

About our Firm

Cultivating Wealth resides at the intersection of life and finances, offering fee-only financial planning services for people who want to take power over their wealth. Our highly-trained advisors help clients make smart financial decisions over a lifetime.

Our Simple Process for Cultivating Wealth:

✅ REAL LIFE. Real Life is where we begin. Setting financial goals is a balance between today’s decisions and tomorrow’s desires. Get the most out of today’s lifestyle without sacrificing your future.

✅ REAL MONEY. Real Money is where we adjust. Whether it’s a new home, job, or major move, we can connect these real money decisions to your overall financial strategy and help you decide the right next moves.

✅ REAL PLAN. Real Plan is what you get. We are fee-only planners and our plans are intended to give you the information you need to take power over your wealth.

Cultivating Wealth is a fee-only Registered Investment Adviser. Our roots are in New York City, but we are now coast to coast and serve clients virtually nationwide.

We are proud of our independence and dedication to the highest standards in our industry. Our fiduciary standard means that we are required to put our client’s interests first. Fee-only means fewer conflicts of interest because we cannot receive commissions.

Education

Wesleyan University, B.A., History

Badges

Hobbies and Interests

  • Cycling
  • Family
  • Traveling

Who We Serve

  • Baby Boomers
  • Blended Family
  • Corporate Executives
  • Couples
  • Divorce
  • Dual Income Family
  • Gen X
  • Gen Y / Millennials
  • LGBTQ
  • Living in Retirement
  • Newly Engaged / Newlywed
  • Parents
  • Single Women
  • Widow
  • Women in Transition
  • Women Professionals
  • Women’s Finance
  • Young Families

Thousands of people visit wealthtender.com each month to discover and connect with financial advisors ready to help them enjoy life more with less money stress. To make this service free to you, Wealthtender earns money from advisors who pay to be featured. This creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors. Learn how we operate with integrity to earn your trust.