Liz is a wealth manager at Ensemble Capital. She focuses on customized portfolio management, retirement planning, tax planning and complex trust and estate planning. Prior to joining Ensemble Capital, she was an advisor at Private Ocean Wealth Management and Mosaic Financial Partners. Liz holds the Certified Financial Planner (CFP®) and Certified Investment Management Analyst (CIMA®) designations and is a Certified Professional Coactive Coach (CPCC). She graduated from Wellesley College with a degree in Biology, San Diego State University with an MBA, and University of California at Santa Barbara with an MA in Economics.