Elizabeth O'Malley, CFP®
Wealth Manager
Elizabeth serves as a Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With more than two decades of experience in the financial services industry, Elizabeth offers her clients a truly comprehensive planning experience. Prior to joining Creative Planning, Elizabeth worked at a national financial services institution, where she held various roles.
Elizabeth earned her Bachelor of Arts degree in economics from Wake Forest University. She is also a CERTIFIED FINANCIAL PLANNER<sup>®</sup> professional, as designated by the Certified Financial Planner Board of Standards.
Elizabeth and her husband, Michael, enjoy traveling, skiing and spending time with their two children, Caroline and Charles.
Articles by Elizabeth O'Malley, CFP®
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