Liz Pace is a Chartered Life Underwriter (CLU), a Chartered Financial Consultant (ChFC) and holds the leading designation in long-term care planning, the Certification in Long-term Care (CLTC). She is one of only a few professionals endorsed by the American Association of Long-term Care Insurance. Moreover, she is a client centered Investment Advisor Representative who specializes in holistic financial planning solutions for clients by analyzing and problem solving. Doing this helps to simplify and tailor the right plan to aide in meeting client’s overall planning goals. Additionally, as a designated professional, Liz specializes in assisting clients meet their financial goals by providing sound solutions and effective planning strategies.
Before starting Suqutra Investments, Liz worked for more than 16 years as a Wealth Management Consultant and Insurance Specialist for some of the top firms in the industry assisting clients with advanced planning concepts to grow their wealth and protect and preserve their legacy plan objectives. Currently, she is leading a team of experts to provide clients with the innovative strategies to assist them in meeting their financial goals and aspirations. She provides clients with her unbiased and impartial expertise. Liz uses her experience and knowledge to recommend the best solutions for each individual.
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