Education & Certifications
BA - English Literature & Philosophy, UW-Milwaukee
Certified Personal Finance Counselor (CPFC®)
Investment Adviser Representative License (Series 65)
Elizabeth Walter
Financial Education Advisor
CPFC®
As a Financial Education Advisor, Elizabeth provides personalized investment consultations to retirement plan participants. With a warm and compassionate approach, she strives to help others understand their finances and achieve their goals. Elizabeth is passionate about empowering participants and provides them with valuable tools and creative ideas to navigate their financial journey.
Elizabeth was born and raised in Wisconsin and currently resides in Eagle, Idaho, a suburb of Boise. She and her husband are parents to five children who now live across the globe: two in Boise, one in Dallas, one in Germany, and one in Australia.
Industry Start Date:
1990
Spectrum Start Date:
2018
Fun Fact:
I once met and dined with former Prime Minister of England, Margaret Thatcher.
Embodying Spectrum’s Principles
Work seems less like work given I work with a highly intelligent and authentic group of colleagues. While having a whole lot of fun doing what we all enjoy, we work smartly and cohesively to serve our clients. Our team takes time to connect with one another. Even though I work remotely and travel often, I still feel a part of the Spectrum family. It is no surprise our firm continues to be recognized as one of the best places to work.
CPFC®, The Certified Personal Finance Counselor® provides professional development and training for those with consumers in a one-on-one setting. Certification ensures that individuals have been trained and tested in counseling skills and the fundamentals of personal finance management.