Elizabeth Brew

Financial Analyst, CFP®

Elizabeth Brew is a financial analyst, specializing in Social Security, safe withdrawal rates, and cash flow analysis; a portfolio manager who rebalances portfolios as well as trades in response to client cash flow needs; and a wealth manager to a select number of clients.

Elizabeth graduated from Virginia Tech Summa Cum Laude and holds a B.S. in Business with a concentration in Financial Planning. She also minored in Sociology. During her time at Virginia Tech, Elizabeth was an active member in the Virginia Tech collegiate chapter of the Financial Planning Association. She joined the firm full-time in 2017.

Elizabeth grew up in Belgium, Greece, and Kuwait. She now lives in Charlottesville with her husband. She enjoys reading, solving puzzles, and finding new things to do in Charlottesville.

For more information about Elizabeth, you may enjoy reading the 2019 article “All About Elizabeth Woodrum, CFP®” (which uses her maiden name).


Credentials

CERTIFIED FINANCIAL PLANNER™

The CFP® certification is the recognized standard of excellence for competent and ethical personal financial planning.

For more information about this designation, see the CFP Board website.


Specialties


Latest Articles

#TBT Can I Use 529 Funds for Off-Campus Housing?
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In general, you can use 529 funds to pay for your student’s off-campus housing costs. However, housing is one of many expenses that are subject to a reimbursement limit.

Two Ways to Fix Social Security Filing Mistakes
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If you are still in your 60s, the good news is your decision doesn’t have to be permanent. You actually have two ways in which you can change your benefit amount.

Who Should Own My Child’s 529 Account to Assist the FAFSA?
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With the grandparents as the owner rather than the parent, the student may have a better chance of receiving financial aid.

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