Liz Switzer is a senior CERTIFIED FINANCIAL PLANNER™ professional at Larson Financial Group, where she specializes in complex financial planning, estate strategies, and tax planning for ultra high net worth families and business owners. With over a decade of experience, Liz is passionate about helping clients bring clarity to their financial lives and create personalized strategies that support their goals and values.

At Larson, Liz works closely with family office clients and entrepreneurs to develop tailored plans focused on long-term wealth preservation, tax efficiency, and legacy planning. Her disciplined, detail-oriented approach—combined with deep technical expertise—ensures each plan is both comprehensive and aligned with her clients’ broader vision.

Liz earned her bachelor’s degree in Finance from Auburn University (War Eagle!) and has built her career around serving high-net-worth families through thoughtful, values-based financial planning. She is known for her collaborative style and frequently works alongside attorneys, CPAs, and other professionals to implement integrated, multi-disciplinary strategies.

Residing in Houston with her husband and their dog George, Liz enjoys hiking, travel, and discovering new places to explore. She believes great financial planning provides clients the freedom to focus on what truly matters—and to live with greater purpose and peace of mind.

Check the background of this investment professional on FINRA’s BrokerCheck.