• Firm: InAlliance Financial Planning
  • Job Title: President
  • Certifications: CFP®

Experience

Elizabeth Saghi 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

Elizabeth has received her BS in nursing science from Boston University. She has also earned her certificate in financial planning from the College of Financial Planning in Denver.

Quote from Elizabeth Saghi

“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.”