Elizabeth Mikkelson, CPFA®
Vice President
Elizabeth focuses on retirement plan advisory, partnering with plan sponsors and committees to support their fiduciary and investment decision making. She has been with the firm since 2015, serving retirement plan clients with a focus on fiduciary best practices and participant outcomes. Elizabeth holds the Certified Plan Fiduciary Advisor (CPFA) designation, issued by the National Association of Plan Advisors, which reflects proficiency in plan administration, compliance, investment, fiduciary, and ethics matters. She attended the University of California, Santa Barbara.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
