Liz Loutsis CFP®

Associate Advisor

Liz provides expert guidance and personalized financial planning at Kaizen. Her belief in the transformative impact of a holistic financial management approach tailored to each client's needs and aspirations drives her work. Witnessing clients achieve their goals and realize their dreams is not just a professional endeavor for Liz; It’s a deeply personal mission that makes her a compassionate and trusted resource.

Liz learned the value of financial literacy firsthand. Money was seldom discussed in her family, which she views as a disservice. This experience fuels her passion for educating others about the significance of saving early and making informed financial decisions. She is determined to empower individuals with the tools to secure their financial futures, aligning their capital with their goals.

Her academic background includes a bachelor's degree in American Ethic Studies, igniting a lifelong passion for social justice and equity. Liz embarked on her financial journey in 2015, starting as a full-service broker-dealer and registered investment advisor. Before her venture into finance, Liz honed her leadership skills at local retail companies. Her experiences instilled in her a passion for exceptional service and building lasting relationships.

Liz enjoys fine wine, true crime podcasts, and outdoor exploration and exercise outside of her professional life. She finds solace in creative pursuits, often with a paintbrush in hand, a record spinning on the turntable, and her rescue cats nearby. Family time is of special importance to Liz who comes from a large family of eight siblings. Her weekends are filled with watching her two teenagers play sports.