Elizabeth Saghi

CFP®
Personal Finance, Retirement, Investing
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“Elizabeth Saghi, President of InAlliance Financial Financial Planning, works with her clients so, together, they can set realistic goals and build the road map to get them there with a simple, workable plan.”
Firm:

InAlliance Financial Planning

Job Title:

President

Biography:

Elizabeth Saghi, President of InAlliance Financial Financial Planning, is the founder and President of InAlliance Financial Planning, a fee-only financial planning firm serving individuals and small businesses in Santa Barbara and throughout the Central Coast region. Her mission is to help her clients take full ownership of the financial direction of their lives.

Elizabeth became a financial planner because she wanted to help people discover the power of the financial planning process. She is especially passionate about helping women, in particular, become financially literate, independent and secure. And she truly believes that if clients have control of their money,  they'll have control of their lives.

Elizabeth has over 30 years of experience in the financial services industry, where she worked in New York, London and San Francisco as a financial advisor for major investment banks including Morgan Stanley, Merrill Lynch, BNP Paribas and Credit Suisse. Prior to founding InAlliance Financial Planning in 2014, she was the Marketing Manager for Santa Barbara Bank & Trust's Wealth Management and Trust division. She holds a BS from Boston University, and a Certificate in Financial Planning from the College of Financial Planning in Denver.

As a Certified Financial Planner (CFP®) and Registered Investment Advisor (RIA), Elizabeth is considered a fiduciary and therefore, must always act in the best interests of her clients.

Education:

BS, Nursing Science, Boston University
Certificate in Financial Planning, College of Financial Planning, Denver

Fee Structure:

Fee-only - Hourly, Project and Retainer

CRD Number:

707605

All Articles
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May 2017
    Investing, Stocks
2 weeks ago

All Answers
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A private equity fund is also a managed investment fund that pools money, but they normally invest in private, non-publicly traded companies and businesses. Investors in private equity funds are similar to hedge fund investors in that they are accredited and can afford to take on greater risk. The investment managers of a private equity fund invest the money for a longer period of time than hedge fund managers. Therefore, the private equity investor's money is not as liquid and returns are achieved when the investment is sold or goes public.

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