“This will advance Crown Wealth’s goal of delivering highly-informed and customized financial solutions that enhance our clients’ businesses and lives.”
El Paso, Texas (PRWEB)
September 20, 2017
Lizzie Dipp Metzger, president of Crown Wealth Strategies, has become a member of the Financial Planning Association®, the country’s largest membership association for CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals and those who support the financial planning process. Crown Wealth is a comprehensive wealth strategies firm headquartered in El Paso, TX serving clients nationwide.
“I am proud to join the Financial Planning Association® and access the thought leadership and professional development it provides in our profession, this will advance Crown Wealth’s goal of delivering highly-informed and customized financial solutions that enhance our clients’ businesses and lives,” said Metzger. Crown Wealth integrates investment and insurance strategies that work together to help accumulate and preserve individual and family wealth.
The Financial Planning Association® (FPA®) is the principal professional organization for CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, educators, financial services professionals and students who seek advancement in a growing, dynamic profession. Through a collaborative effort to provide more than 23,000 members with One Connection™ to tools and resources for professional development, business success, advocacy and community, FPA is the indispensable force in the advancement of today’s CFP. ®
As a Financial Professional, Metzger provides clients with an integrated retirement and insurance strategy focused on maximizing value over the course of their lifetime. Her focus is physicians, professionals, and business owners in the affluent market. Crown Wealth provides holistic strategies for retirement, college funding, business planning, and wealth accumulation. With experience as an adviser and over 10 years of previous experience as a business owner, Metzger understands the financial challenges most individuals and business owners face today and works diligently to research and provide the right solutions for them.
Metzger is proud to be a Financial Adviser through Eagle Strategies, an Agent of New York Life Insurance Company,…