Liza studied economics and finances in 1998, while attending the International Graduate School of Management at St. Petersburg Tech University, Russia. She pursued advanced courses in financial institutions and markets, security analysis and portfolio management at Rutgers University and Thomas Edison State College. Liza attained positions of management with financial responsibilities during her eight-year career in the marketing industry. She has passed the Series 7 and 66 exams and holds her life and health insurance licenses.
Liza began her career with RBC Wealth Management in 2006, where she built The Comprehensive Investment Group upon the shared vision of excellence, personalization and relationship cultivation. She enjoys traveling and meeting with her clients throughout the country. In addition to serving high-net-worth individuals and their families, Liza specializes in helping business owners with retirement and business succession planning.
In 2017, Liza was selected to become a member of the RBC Wealth Management Consulting Group, an exclusive company designation reserved for financial advisors who have achieved a high level of success in a building consultative wealth management business. The Consulting Group is a highly regarded level of recognition at RBC Wealth Management.
Liza is a CERTIFIED FINANCIAL PLANNER™ professional, an achievement that counts her among those financial planners who have met the rigorous education, examination, experience and ethics standards of Certified Financial Planner Board of Standards Inc., a nonprofit, certification and standards setting organization. She earned a Bachelor of Science degree in business administration and speaks fluent Russian. Liza actively helps young people learn more about money and savings to become financially successful. She and her family reside in Southern Florida.
