Liza Sabogal

Financial Education

I am passionately committed to making a meaningful difference in the lives of those I serve, empowering them to achieve their dreams and secure a prosperous future.

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About Us

We prioritize providing a strong foundation of financial education by teaching families 'How Money Works.' Our process includes a comprehensive assessment of your financial situation using a complimentary professional Financial Needs Analysis (FNA). Additionally, we provide affordable solutions, products, and services customized to meet all your needs.

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My goal is to do what is right. By offering clear financial education, I aim to help individuals and families understand how money works, how to navigate the financial system, and how to achieve their goals through the application of simple concepts, developing strategies, and creating a plan.

My goal

My background

Experience and Expertise

Armed with a business degree and 15+ years of banking and financial expertise, I will provide a wealth of knowledge to deliver unparalleled service and strategic insights.

Credentials

Fully registered, as required by law, to sell securities.

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