Elizabeth Buffardi
Elizabeth Buffardi is a CFP-designated registered investment advisor at Crescendo Financial Planners INC., based in Oak Brook, IL, with 14 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Middle Income, and 3 more. Their firm serves 24 clients with $44M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Crescendo Financial Planners does not manage investments directly unless specifically requested by the client. If requested, Crescendo will execute trades with the client's prior approval. Crescendo limits its advice on stocks to matters of assisting in the liquidation of legacy stock holdings; the financial planner does not select specific stocks for its clients.
Contact
Elizabeth Buffardi
Location
Oak Brook, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Elizabeth is the President and Investment Adviser Representative of Crescendo Financial Planners, Inc., a fee-only financial planning firm. Elizabeth dedicates full-time hours to this role.
Employment History
Current Registrations
Crescendo Financial Planners INC.
Previous Registrations
Financialplanning4me, LLC
Crescendo Financial Planners INC.
State Registrations1 state
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