Liz Lobaccaro has been at retirement advisory services corp for four years, assisting clients in achieving their investment and savings goals. She works with individual clients and employer-sponsored retirement plans.
What Liz enjoys most about working at retirement advisory services corp is how there is not a one-size-fits all approach to investing. Every client’s needs are different, and the team here works to understand and address those needs, implementing a custom financial plan.
She graduated with a degree in economics from Michigan State University and currently holds the Series 7, 63 and 66. Additionally, she completed the requirements to achieve the Accredited Investment Fiduciary (AIF) designation.