Liz McQueen, CRPC®

Helping people through a difficult time has always been important to Liz, “Helping people with their investments is part counseling and part investments; money is a difficult topic for most people and assisting them in reaching their goals is very fulfilling.”

From a young age, Liz has always been interested in the stock market. Growing up in London, she had the opportunity to work with several of the largest and most prestigious investment banks in the United Kingdom. She continued her travels to Montreal Canada enjoying the French cuisine and culture and later planted her roots locally volunteering with the Kirkland Police Domestic Violence Unit. Liz brings a wealth of knowledge and expertise to Soundmark, holding her Series 7 and 66 licenses. She is also a Chartered Retirement Planning Counselor (CRPC®).

Running and skiing when time and weather permits, Liz also enjoys spending time with her husband John, their two children, and practicing her French culinary skills.

Linkedin

Education

  • Associate Degree in Finance
    Reigate College

Credentials

  • Series 66 Registered Investment Advisor
  • Series 7 General Securities Representative
  • Chartered Retirement Planning Counselor (CRPC®)

Leadership/Philanthropy

  • Pathwise Leadership Development