Elizabeth Buffardi – Financial Adviser

My information

Name

Elizabeth Buffardi – Financial Adviser
About me

I started my career as a tax accountant at Blackman Kallick, a public accounting firm in Chicago, IL. After 2 years, I went to a family office, where I was the accountant for a family’s entire investment portfolio, along with the liaison between the investment managers, accountants, auditors and attorneys they used. At one point, I realized I treated their money better than I treated my own money. I started to learn all I could regarding investing. The rest of my work experience is in the financial services area, specifically, in the hedge fund and funds of hedge funds arena. Crescendo was born from my quest to help people like myself gain control of their financial lives. I strive to provide the information that people need and to be able to recommend solutions that are right for that person and their situation. As I tell my clients: You are a multi-faceted person. Your personal life includes your career, your family, your hobbies, etc. Your financial life is also multi-faceted. It includes your home, your business, your investments, your taxes, etc. I look at everything because one facet of your financial life can affect the others. They all have to work together in harmony.
My web site(s)

http://crescendofinancialplanners.com/
A note from SUM180

SUM180 Plans are designed to stand alone, but if you ever need additional financial planning advice from an unbiased financial expert, SUM180 provides access to selected FA4Me financial advisers, like Elizabeth, for additional consultation. Like your SUM180 plan, FA4Me financial advisers consider your whole picture — your savings, debt, house, and other assets, so you have a complete understanding of your financial picture as you move towards your goals.