Financial Planning and Investments Associate

Elizabeth Brotz, CFP®

Liz has a perpetual love for learning, whether of an academic pursuit, or gaining an understanding of the lives of our clients. Recently, she earned her Certified Financial Planner™ certification and joined One Wealth Advisors’ Planning & Investments Department. Liz also holds a Juris Doctor from the University of San Francisco, a Bachelor of Science in pre-medicine from the University of Notre Dame, and is an entrepreneur, having started and successfully run a small business for a nearly a decade.

True to her curious and disciplined nature, you will most often find Liz enjoying the outdoors in her home of Lake Tahoe. She has competed in numerous marathons and half-marathons, is a skilled sailor, and has a serious case of wanderlust. Some of her favorite adventures thus far include powder skiing in Hokkaido, sailing the Cyclades, and going on safari in the Sabi Sands. She is also an enthusiastic baker, and looks forward to birthdays when she can treat her family and friends to delicious confections.

Born and raised in Wisconsin, Liz is the oldest of eight children. She has one wolf-pup, a German Shepherd-Husky mix, named Gia.