Elizabeth B. deSousa, CFP®
Liz provides financial planning, investment management and wealth advisory services to high net-worth individuals and families. She specializes in financial life planning where she helps clients design financial plans that reflect their unique vision of a successful life. She offers clients financial guidance and help in managing their day-to-day needs so they can spend time on the things that make them happy. Liz believes wealth management is much more than investment management, and a good wealth manager needs to be creative, communicate well and care about clients.
Currently, Liz is a client advisor at Mercer Advisors, a national Registered Investment Adviser (RIA) and total wealth management firm that provides comprehensive, fee-only investment management, financial planning, family office services, retirement benefits and distribution planning, estate and tax planning, asset protection expertise, and corporate trustee and trust administration services. Prior to her current position, Liz was a principal at Duckworth Wealth Advisors until the firm was acquired by Mercer Advisors in April 2017. She began her professional career in San Francisco at BlackRock (formerly known as Barclays Global Investors) in the Consultant Resource Group.
Liz received a Bachelor of Arts degree with a double major in History and English from the University of California, Irvine. After college, she worked as a litigation clerk and completed a year of law school at Loyola in Los Angeles before pursuing a career in wealth management. She earned her CERTIFIED FINANCIAL PLANNER™ credential in 2008 and is a member of the Financial Planning Association. She currently serves as a Trustee for the Friends of the Girl Scouts Trust, an endowment fund created by the Girl Scouts of Orange County.