As Partner at Sopher Financial Group, Liz Blanchard has amassed over 30 years of experience in the financial services industry. In bringing a wealth of knowledge to investors, she dedicates her expertise to helping people take command of their financial lives. It’s why so many clients see her as a financial “social worker” who empowers people to navigate the ups and downs of life.
As an independent financial planner and Retirement Income Certified Professional (RICP®), Liz specializes in helping clients develop strategic, long-term plans that help address their unique goals and objectives. Through this client-driven approach, she helps take the mystery out of planning so that investors can make fully informed decisions and build true confidence in their future.
In addition to earning her RICP® designation from the American College, Liz has been recognized as a Five Star Wealth Manager in 2013, 2015, 2016, 2017, and most recently, 2018. Liz is a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC.
An ardent supporter of philanthropic and volunteer work, Liz frequently serves at local food pantries, soup kitchens, food drives and more. She has a passion for helping the homeless and disenfranchised rebuild their lives and gain a foothold for their future. In addition to serving her local community, she frequently speaks with and advises small groups about the importance of money management.