Meet Elizabeth Saghi
I am a fee-based Certified Financial Planner (CFP) serving individuals and small businesses throughout the U.S. As a CFP, I am a fiduciary and therefore, must always act in the best interests of my clients. I became a financial planner because I wanted to help people discover the power of the financial planning process. Helping women, in particular, become financially literate, independent and secure is a passion of mine. I truly believe that if you have control of your money, you’ll have control of your life. Being in control of our lives makes us happier in our relationships and more fulfilled in whatever we choose to do.
Although my affiliation is with Avalan Wealth Management in Santa Barbara, my practice is independent. I have over 30 years of experience as a financial advisor and worked for major investment firms in New York, London and San Francisco. Prior to joining Avalan LLC, I was the Marketing Manager for Santa Barbara Bank & Trust’s (SBB&T) Wealth Management and Trust division. When Union Bank bought SBB&T, I knew it was the right time for me to pursue my dream of establishing my own financial planning practice. I hold a BS degree from Boston University and a Certificate in Financial Planning from the College of Financial Planning in Denver.