EM
EM

Elizabeth Christina De Muro

8 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningCharitable GivingFinancial Planning & CoachingReal Estate InvestingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
29 advisors
Number of Clients
1,490 clients
Average Client Portfolio
$591K average
Assets Under Management
$880.4M

Fee Structure

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Location

877 Ygnacio Valley Rd., Walnut Creek, CA, 94596

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Elizabeth is a planning consultant and financial planner through Proxy Freedom since 2023. She also works as an instructor at Huntington Beach Adult School since 2024.

Employment History
Current Registrations
Golden State Equity Partners, LLC
July 2025 - Present · 7 mos
Proxy Freedom
August 2023 - Present · 2 yrs 6 mos
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
August 2023 - June 2025 · 1 yr 10 mos
Raymond James Financial Services, INC.Broker
October 2020 - August 2023 · 2 yrs 10 mos
Raymond James Financial Services Advisors, INC
October 2020 - August 2023 · 2 yrs 10 mos
LPL Financial LLC
November 2018 - October 2020 · 1 yr 11 mos
Madrid Retirement Advisors
June 2018 - February 2019 · 8 mos
LPL Financial LLCBroker
July 2017 - October 2020 · 3 yrs 3 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.