Liz deSousa | Source | Senior Financial Advisor at Running Point Capital Advisors
Liz deSousa
As a senior financial advisor, Liz provides financial planning and advice, working with clients to develop strategies unique to their financial and personal goals. She coordinates all aspects of wealth management and collaborates with Running Point’s team of cross-disciplinary professionals to provide options and solutions for individual situations.
Liz began her career in the financial services industry in 2000 at Barclays Global Investors (now BlackRock) in the Consultant Resource Group. In 2002, she began working at Duckworth Wealth Advisors as part of a team of tax and financial planning professionals providing wealth management and personal office services to high-net-worth individuals and families. Liz was a client advisor and principal at the respected firm, which she helped to grow. In 2017, Duckworth was acquired by Mercer Advisors, where Liz continued working as an advisor with existing and new clients.
Liz is a Certified Financial Planner and a member of the Financial Planning Association. As a Certified Divorce Financial Analyst (CDFA), one of Liz’s specialties is working with women experiencing a life transition, such as divorce or the death of a spouse. She wants clients to feel in control of their lives and their finances, freeing them to focus on enjoying life.
She also serves as a trustee for the Friends of the Girl Scouts Trust, an endowment fund created by the Girl Scouts of Orange County, and is a board member of WISE, a philanthropic educational organization that provides girls and women opportunities to learn about investing and personal finance.
Liz lives in Newport Beach with her husband and two boys. She is active in her children’s school and chaired its PTA Reflections Art Program for three years. Liz is also a member of Friends of CASA (FOCASA), a fundraising group dedicated to supporting CASA (Court Appointed Special Advocates) of Orange County. She has always enjoyed working with and helping young people, and is particularly passionate about giving at-risk children a chance to succeed in life.
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Overall, annual pet expenses can range from $500 to $5,000, plus additional initial costs—including purchase price, spay or neutering, pet bed and toys, and training—incurred in the first year, especially if you acquire a rambunctious puppy or kitten that might tear into prized shoes or furniture. However, with a financial plan, you can budget for routine and unexpected expenses.
What a budget can’t quite account for, however, are all the joy, love, and benefit that come with pet ownership. The daily exercise that comes with walking or playing with a pet can be beneficial for your health, the bonds shared with a pet can be calming and meditative, and the overall joy brought to your family can be priceless.
November 2022
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“Don’t be intimidated by the shortage of women in wealth management. The face of wealth and those who manage it is changing in the U.S. More women are controlling assets and making financial decisions for themselves and their families, so female advisors will be in high demand. This is a terrific opportunity for women to have a voice in the future of wealth management.”
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“I work with women who want to regain financial control over their lives after a divorce or death of a spouse. Women who go through a divorce or lose a spouse need to know they will be OK, and I give them that financial confidence. My main objective with clients is to get them to a place where they can embrace and be confident about their future.”
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How to know if a retail card makes sense for you
“Retail card APRs are on the rise. How to know if you should get one anyway” — regarding the temptations, perks, and risks of using a store or branded credit card.
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Tammy Trenta Knowlton & Liz deSousa - Southbay
Running Point Capital Advisors is a multifamily office of financial professionals representing multiple disciplines. Focusing on the total well-being of clients and their families, Running Point’s team offers services including wealth management, financial planning, estate and trust planning, tax preparation and consulting and insurance—all under one roof. Tammy Trenta Knowlton has worked as a Certified […]
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Running Point Capital Advisors (https://runningpointcapital.com/)
Senior Financial Advisor