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Elizabeth Connolly, Financial Advisor serving the Irvine, CA area - Ameriprise Advisors

Elizabeth Connolly

Financial Advisor

Providence Wealth Management Group
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Small Business
  • Family Finances
  • Insurance
  • Executive Compensation and Benefit Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Wealth Preservation Strategies

Education

  • Nazareth College of Rochester, Bachelor of Arts, Psychology

Community participation

Volunteer for Samaritan's Purse

Interests

  • My husband Gerrard and I have been married for 31 years.
  • Together we enjoy traveling, golf, and fine dining.
  • I also enjoy cooking and reading.