Author, registered investment advisor, wealth manager, and thought leader at the intersection between psychology and money, Elizabeth doesn’t just manage portfolios; she transforms how we relate to money. As cofounder of Peak360 Wealth Management, she blends financial strategy with soulful intention, helping high-achieving individuals and families design lives grounded in meaning, not just metrics.
In her new book, The Power of Enough: Finding Joy in Your Relationship with Money, Elizabeth invites us to challenge our assumptions about success, break free from the emotional grip of traditional financial structures, and redefine wealth on our own terms.
She’s a nationally recognized speaker and a trusted voice in financial wellness, leading workshops for major companies like Google, Unity, and Airbnb and supporting nonprofit initiatives throughout the Americas. With a dynamic presence and depth of expertise, she infuses every conversation about money with both strategic insight and heartfelt purpose.
Elizabeth lives in the San Francisco Bay Area with her husband, daughter, and two cats. When she’s not reimagining the future of wealth, you’ll find her dancing, a testament to how much she loves her life.
