Welcome New IEC Member Liz deSousa, Senior Client Advisor at Running Point Capital Advisors
March 3, 2021
Dear IEC Members & Friends,
Please welcome new IEC member Liz deSousa, Senior Client Advisor at Running Point Capital Advisors, as our next confirmed member of the International Executive Council (IEC). We have included her bio and Linkedin Profile below for your review.
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.
IEC Member Liz deSousa, Senior Client Advisor at Running Point Capital Advisors