Lizzie DIPP METZGER, CFP, featured in the Forbes article.

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Lizzie Dipp Metzger ranked 12th best financial security professional in 2021

FORBES – Top 250 Financial Security Professionals

Lizzie” Dipp Metzger, MSFS, CFP®, AEP®, of the El Paso General Office of the New York Life Insurance Company, has the second Forbes article.

We believe our unique value proposition, holistic planning that includes risk, accumulation and distribution management has made a positive difference in the lives of our clients.

—Lizzie Dipp Metzger

EL PASO, TEXAS, USA, March 28, 2022 /EINPresswire.com/ — “Lizzie” Dipp Metzger, MSFS, CFP®AEP®, from the El Paso general office of the New York Life Insurance Company, has a second article on Forbes. “New York Life Professional Charting Course in Second Career Finance” Detailing his background, challenges, advice and outlook.

In this report, Forbes sheds light on Lizzie’s path to success, a path that came after several career changes and having a family of three children. Like many women, Lizzie found her calling later, starting in the financial world at age 33.

Lizzie quickly went from being an insurance agent to starting her own business, Crown Wealth Strategies, a full-service wealth strategies firm in El Paso, TX that serves clients nationwide. As a financial advisor, Lizzie provides clients with an integrated retirement and insurance strategy focused on maximizing value throughout their lifetime. Her primary focus is to provide holistic strategies for retirement, college funding, estate and business succession, and wealth accumulation. Lizzie is also proud to have been an agent for New York Life for 12 years and to have helped her clients in a world where preserving wealth and protecting what matters most has never been more important.

“At the end of the day, what we need to understand is that a client’s goals and dreams are unique to that client,” Metzger says. “We believe our unique value proposition, holistic planning that includes risk, accumulation and distribution management, has made a positive difference in the lives of our clients.”

Lizzie Dipp Metzger is an agent member of the Nautilus group®, a service of New York Life Insurance Company, and is a financial advisor providing investment advisory services through Eagle Strategies LLC, a registered investment advisor. She holds a BA from Pomona College and an MSFS from American College. She is also CERTIFIED FINANCIAL PLANNER™ and has an AEP® designation reflecting advanced training and education in estate planning. Ms. Metzger was featured on Yahoo! Finance and articles written for a variety of publications including Financial Advisor Magazine. She tops the Forbes Top Security Professional list, sits on the New York Life Directors’ Advisory Board, and is involved in various child-focused community organizations. She and her family reside in El Paso, Texas. Crown Wealth Strategies is not owned or operated by New York Life or its subsidiaries.

Luisa TorresAbbud
Crown Heritage Strategies
+1 915-383-2689
write to us here

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