Lizzie Dipp Metzger Joins The Financial Planning Association® (FPA®)

Share Article

President of Crown Wealth Strategies has become a member of the country's largest membership association for CERTIFIED FINANCIAL PLANNER​™ (CFP®) professionals and those who support the financial planning process.

"This will advance Crown Wealth’s goal of delivering highly-informed and customized financial solutions that enhance our clients’ businesses and lives.”

Lizzie Dipp Metzger, president of Crown Wealth Strategies, has become a member of the Financial Planning Association®, the country's largest membership association for CERTIFIED FINANCIAL PLANNER​™ (CFP®) professionals and those who support the financial planning process. Crown Wealth is a comprehensive wealth strategies firm headquartered in El Paso, TX serving clients nationwide.

“I am proud to join the Financial Planning Association® and access the thought leadership and professional development it provides in our profession, this will advance Crown Wealth’s goal of delivering highly-informed and customized financial solutions that enhance our clients’ businesses and lives,” said Metzger. Crown Wealth integrates investment and insurance strategies that work together to help accumulate and preserve individual and family wealth.

The Financial Planning Association® (FPA®) is the principal professional organization for CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, educators, financial services professionals and students who seek advancement in a growing, dynamic profession. Through a collaborative effort to provide more than 23,000 members with One Connection™ to tools and resources for professional development, business success, advocacy and community, FPA is the indispensable force in the advancement of today's CFP. ®

As a Financial Professional, Metzger provides clients with an integrated retirement and insurance strategy focused on maximizing value over the course of their lifetime. Her focus is physicians, professionals, and business owners in the affluent market. Crown Wealth provides holistic strategies for retirement, college funding, business planning, and wealth accumulation. With experience as an adviser and over 10 years of previous experience as a business owner, Metzger understands the financial challenges most individuals and business owners face today and works diligently to research and provide the right solutions for them.

Metzger is proud to be a Financial Adviser through Eagle Strategies, an Agent of New York Life Insurance Company, and a Member Agent of The Nautilus Group which is a service of New York Life. She was born in El Paso, TX and currently resides there as well. She is fluent in Spanish; and she serves her local community as well as transnational clients in the U.S and Mexico.

She has lived in El Paso for 14 years and is an El Paso native. She is actively involved in the community serving many organizations including the United Way, Boy Scots and the Paso del Norte Children’s Development Center.

Lizzie Dipp Metzger is a member Agent, The Nautilus Group®, a service of New York Life Insurance Company -http://www.TheNautilusGroup.com Financial Adviser offering investment advisory services through Eagle Strategies, a Registered Investment Adviser. Registered Representative offering securities through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency, • 303 N. Oregon Suite 1100 El Paso TX 79901 •915-534-3200 Crown Wealth Strategies is not owned or operated by Eagle Strategies LLC or its affiliates.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Cynthia Loya
Crown Wealth Strategies
since: 01/2013
Like >
Visit website