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private wealth
wealth planning

Liz Yzaguirre

Client Relationship Specialist

Years of Experience: 36 years

Educational Background

  • University of the Incarnate Word, MBA, graduated with distinction
  • University of the Incarnate Word, BA, Business Administration (Magna Cum Laude)
  • Del Mar College, AAS, Banking and Finance


  • Graduate, Cannon Trust School I, II and III

Other Notable Information

  • Liz’s niche is elder/life care services
  • Liz worked at Wells Fargo for 36 years providing comprehensive wealth management strategies tailored to the clients’ specific needs.
  • Liz is adept at coordinating teams of specialists, such as other advisors, attorneys, and accountants to work toward achieving the clients’ wealth and financial goals.
  • Trust and estate planning expertise
  • Financial planning expertise
  • Budget and bill pay expertise