Elizabeth Revenko

CFP®
Personal Finance, Retirement, Lifestage Based Planning
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“Elizabeth Revenko, Certified Financial Planner®, is passionate about helping her clients live for today and build and protect resources for a thriving future.”
Firm:

Mosaic Financial Partners

Job Title:

Senior Financial Planner

Biography:

Elizabeth (Liz) Revenko is a senior financial planning professional at Mosaic Financial Partners. She uses her analytical skills and communication talents to explore complex situations so that her clients can have ease and clarity as they decide among the options available to them.

Liz is a thinking partner for life’s twists and turns. She specializes in helping clients strategically build their wealth during earning years—and then simplify the complexities of using retirement assets such as Social Security, retirement account distributions, pensions, deferred comp, stock options, and Roth conversions. She has developed a firm-wide recommended portfolio withdrawal rate program after extensive research and analysis on the topic.

Liz started her career teaching middle school, went on to earn graduate degrees in both business and economics and has held positions in global corporate finance, economics, and the nonprofit sector. Additionally, Liz is an award-winning author of humorous mysteries.

Liz believes in empowering women to get connected with their financial decisions. She and colleague Mary Ballin founded Mosaic's Women's Circles, monthly gatherings where women come together to ask questions, explore their relationships with money, and learn from each other’s experiences.

Education:

BA, Biology; Minor, Economics, Wellesley College
MA, Economics, University of California Santa Barbara
MBA, San Diego State University
Certificate with Distinction, Personal Financial Planning, University of California Berkeley, Extension

Assets Under Management:

$550 million

Fee Structure:

Fee-Only

CRD Number:

6227988

Disclaimer:
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October 2016
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