Liz deSousa , CFP®, CDFA®, TPCP®

Liz deSousa is a Principal in the El Segundo/Beach Cities office. She is a member of the Multifamily Practice Office team, providing financial planning and advice, working with clients to develop strategies unique to their financial and personal goals. She coordinates all aspects of wealth management and collaborates with the team of cross-disciplinary professionals to provide options and solutions for individual situations. She especially enjoys working with women experiencing a life transition, such as divorce or the death of a spouse. Liz wants all her clients to feel in control of their lives and their finances, freeing them to focus on enjoying life. 

Prior to joining Cerity Partners, Liz was a Senior Financial Advisor with Running Point Capital Advisors, which she joined in 2020. In 2002, she began working at Duckworth Wealth Advisors as part of a team of tax and financial planning professionals providing wealth management and personal office services to high-net-worth individuals and families. In 2017, Mercer Advisors acquired Duckworth Wealth Advisors, where Liz continued working as an advisor with existing and new clients. 

Learn more about my practice.