Liz Windisch Email & Phone Number
Certified Financial Planner @ Maia Wealth
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Liz Windisch Location
- Denver, CO, US
Liz Windisch Work
- 2025 -now Certified Financial Planner @
- 2018 -2025 Certified Financial Planner @
- 2014 -2018 Wealth Manager @
- 2013 -2014 Senior Relationship Manager @
- 2010 -2013 Operations Manager @
- 2010 -2010 Director of Operations @ Woodward Wealth Management
- 2009 -2010 Financial Advisor @
- 2007 -2009 Investment Executive @
- 2006 -2007 Financial Advisor @
- 2004 -2006 Financial Advisor @
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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