Elizabeth R. Paal

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410-771-5411

Heritage Financial Consultants, LLC

Elizabeth R. Paal, a CERTIFIED FINANCIAL PLANNER™ practitioner, joined Heritage Financial Consultants in 2006. Her practice specializes in comprehensive financial planning in the areas of wealth management, retirement planning, education funding, risk management (insurance), and estate planning. In 2010, Elizabeth joined forces with Kathy Armstrong as a mother-daughter team. Together, they deliver objective, straightforward strategies to help their clients achieve their lifelong financial goals.

EDUCATION AND CERTIFICATIONS

  • Sewanee, The University of the South – BA
  • Oxford University, Oxford, England, UK (studies abroad)
  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Chartered Retirement Planning Counselor (CRPC©)
  • FINRA Series 7 & 66 registered
  • Life and Health insurance registered

COMMUNITY INVOLVEMENT

  • Emerging Leaders United (United Way of Central Maryland)
    • Executive Council – Member
    • Baltimore Committee – Chair
  • Junior League of Baltimore – Past Membership Co-Chair
  • Leadership Baltimore County – Alumna

AWARDS

  • The Daily Record – Twenty in Their Twenties (2013)
  • Cystic Fibrosis Foundation – Maryland’s Finest (2015)

ON A PERSONAL NOTE

Elizabeth was born and raised in Baltimore where she is an alumna of Calvert School and The Roland Park Country School. After RPCS, she attended Sewanee, The University of the South and studied abroad at Oxford University. Elizabeth lives in Baltimore with her pug, Jayce.

MAIN SERVICE AREAS

  • Financial Planning
  • Asset Management Programs
  • Retirement Planning
  • Education Funding
  • Personal Risk Management
  • Estate Planning
  • Multi-Generational Financial Planning