Elizabeth F. Peck
FRAZIER FINANCIAL CONSULTANTS
Katonah, NY
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CRD#: 7332872
Professional summary
Elizabeth Frazier Peck, who also goes by Elizabeth Mackenzie Frazier, Elizabeth Mackenzie Frazier-peck, Elizabeth Frazier-peck, is a registered financial advisor currently at FRAZIER FINANCIAL CONSULTANTS, LLC located in Katonah, New York.
Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Elizabeth has worked at 1 firm .
Biography
Liz Frazier is a certified financial planner specializing in financial planning for families and working professionals. She started her practice to provide financial planning to everyone - not just the wealthy. Her services range from simple budgeting and dept help to retirement planning and investment recommendations. Her goal is to educate and alleviate the anxiety that surrounds finances and provide simple advice for all of life's stages and changes.
She is the author of the book "Beyond Piggy Banks and Lemonade Stands: How to Teach Young Kids About Finance"; educating kids at an early age is her pasison. She is a regular finance contributor on Forbes.com, and has been featured in national media such as People.com, Wall Street Journal, ABC, CNBC, PBS, HerMoney, Bustle and more.
In addition to her CFP, Frazier holds an MBA from Wake Forest University and is a member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA). She joined her family's firm, Frazier Financial Consultants (FFC), in 2014.
Frazier lives in Westchester NY with her husband and children. Outside of work, she can be found playing dinosaurs with her toddler son, on "movie dates" with her six-year-old daughter, conducting science experiments with her ten-year-old stepson, or sneaking away for the much needed date night with husband and friends.
You can connect directly with Frazier on her website at lizfrazier.com or on her firm's website at frazierfinancialconsultants.com.
Question & Answer
What are your service offerings?
My goal is that everyone - reg...
age
race
gender
status
education - has access to fina...
and certainly shouldn't only b...
to budget planning
saving for a home
college funding and debt payof...
so my fee is based on the proj...
then provide the fee upfront s...
Do you have an area of expertise or specialization?
Baby Boomers
Cash Flow/Budgets/Credit Issue...
College/Education Planning
Divorce Planning
Financial Psychology/Coaching
Generation X
Are you a "fiduciary"?
Yes
Aliases
Elizabeth Mackenzie Frazier | Elizabeth Mackenzie Frazier-Peck | Elizabeth Frazier-Peck
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Forbes; Contributing writer; not investment related; start date: 01/2017; 10 hours/month; writes articles on financial planning issues (no investment recommendations/advice) Copper Bank; Financial Education Advisor; not investment related; start date:05/2020; on an "as needed" basis; writes articles on financial planning issues (no investment recommendations/advice) Author of a book titled "Beyond Piggy Banks and Lemonade Stands" published in 2019 FinLit Learning, LLC; Founder / Managing Member; start date: 01/2024; entity created for tax purposes for revenue generated as a result of outside business activities disclosed above; not investment related.
CRS (Client Relationship Summary) - RIA
Click below to view Elizabeth Frazier Peck's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 2, 2021 - Present
FRAZIER FINANCIAL CONSULTANTS, LLC
RIA
CRD#: 112897
Katonah, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FRAZIER FINANCIAL CONSULTANTS, LLC
DEBORAH JANE FRAZIER | FRAZIER, DEBORAH JANE | FRAZIER FINANCIAL CONSULTANTS. LLC | FRAZIER FINANCIAL CONSULTANTS, LLC | FRAZIER FINANCIAL CONSULTANTS
CRD#: 112897 / SEC#: 801-108521
RIA
Registered Investment Advisory firm - (10/18/2016 Approved)North Carolina
Registered Investment Advisory firm - (12/1/2016 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New York(2/2/2021)
Exams
Current Firm
FRAZIER FINANCIAL CONSULTANTS, LLC
DEBORAH JANE FRAZIER | FRAZIER, DEBORAH JANE | FRAZIER FINANCIAL CONSULTANTS. LLC | FRAZIER FINANCIAL CONSULTANTS, LLC | FRAZIER FINANCIAL CONSULTANTS
CRD#: 112897 / SEC#: 801-108521
RIA
Registered Investment Advisory firm - (10/18/2016 Approved)North Carolina
Registered Investment Advisory firm - (12/1/2016 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
109 Conner Drive Suite 205, Chapel Hill, NC 27514
Mailing Address
Phone number
(919) 929-6940
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 315 |
| AUM (Assets Under Management) | $ 184,027,324 |
Red Flags
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