Liz Sylvan, CFP®, CDFA® Cultivating Wealth

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About Liz Sylvan, CFP®, CDFA®

Liz Sylvan, CFP®, CDFA® is a financial planner at Cultivating Wealth.

Liz works collaboratively with individuals and families to provide guidance in all areas of personal finance including tax planning, retirement planning, investments, estate planning, education funding, and preparing for the purchase of a home or investment property. In addition to general financial planning, as a Certified Divorce Financial Analyst, she helps divorcing individuals and couples make informed financial decisions.

Before joining the firm, Liz worked as an Associate Financial Planner at Luesink Stenstrom Financial, a fee-only firm in Manhattan. She received her Certificate in Financial Planning in 2015 and her Certified Financial Planner designation in 2018. In addition to her client-focused work, she has provided pro bono financial planning through the Borough of Manhattan Community College and the Financial Planning Association’s Financial Planning Days.

Prior to her career in finance, Liz spent a decade in the non-profit sector, helping organizations to fund their missions through individual and institutional giving.

Liz received her Certificate in Financial Planning from Northwestern University and her BA from Wesleyan University.

When Liz isn’t working, she enjoys traveling, exploring New York City on her bike, and spending time with her husband and two kids.

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Recently Published

January 21, 2021 Economic and Market Update Webinar

January 22, 2021

January offers us an opportunity to reflect on the year past and consider where we find ourselves in the present. Thanks to 2020, many of us are better prepared to truly believe that anything can happen, and understand the potential …

The post January 21, 2021 Economic and Market Update Webinar appeared first on Cultivating Wealth.

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Top Blog Posts of 2020

December 31, 2020

In the last week of the year, it is my habit to look back on the past year and consider what happened and what I have learned.

We’ve all dealt with a lot of uncertainty this year (and spent a …

The post Top Blog Posts of 2020 appeared first on Cultivating Wealth.

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Last Minute Money Moves for 2020

December 20, 2020

Congratulations, you survived 2020!

There are only a few weeks left in the year, but still enough time for a few money moves.

Many economic commentaries have noted a “K-Shaped” recovery. This means that the economy has gone in very …

The post Last Minute Money Moves for 2020 appeared first on Cultivating Wealth.

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Ideal Clients

  • Divorce
  • Home Buying
  • Parents

Ways Advisor Charges

  • Flat Fee
  • Assets Under Management

Fee Options

  • Flat Fee: $3,000+/engagement
  • AUM: 1.00%

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