Liz Windisch Email & Phone Number
Certified Financial Planner @ Maia Wealth
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Liz Windisch Location
- Denver, CO, US
Liz Windisch Work
- Certified Financial Planner @ (December 2025 - Present)
- Certified Financial Planner @ (March 2018 - December 2025)
- Wealth Manager @ (December 2014 - February 2018)
- Senior Relationship Manager @ (August 2013 - December 2014)
- Operations Manager @ (September 2010 - June 2013)
- Director of Operations @ Woodward Wealth Management (January 2010 - October 2010)
- Financial Advisor @ (February 2009 - January 2010)
- Investment Executive @ (September 2007 - February 2009)
- Financial Advisor @ (September 2006 - September 2007)
- Financial Advisor @ (February 2004 - August 2006)
Liz Windisch Education
- DePaul University
Certificate of Financial Planning
2002-2003 - Hinsdale Central High School 1985-1989
- Western Illinois University
Liz Windisch Skills
- Certified Financial Planner
- Investments
- Retirement Planning
- Estate Tax Planning
- Strategic Financial Planning
- Wealth Management
- Operations Management
- Series 7
- Life & Health Insurance Licenses
- Marketing
- Leadership
- Financial Analysis
- Life and Health Insurance Licenses
Liz Windisch Summary
- Liz Windisch, based in Denver, CO, US, is currently a Certified Financial Planner at Maia Wealth. Liz Windisch brings experience from previous roles at Aspen Wealth Management, United Capital Financial Advisers, LLC and Wedbush Securities. Liz Windisch holds a 2002 - 2003 Certificate of Financial Planning @ DePaul University. With a robust skill set that includes Certified Financial Planner, Investments, Retirement Planning, Estate Tax Planning, Strategic Financial Planning and more. Liz Windisch has 2 emails and 1 mobile phone numbers on RocketReach.
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