Elizabeth Woodrum

Financial Analyst, CFP®

Elizabeth Woodrum 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 and enjoys reading, solving puzzles, and finding new things to do in Charlottesville.



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.


Latest Articles

What Happens to Your College Savings Plan When You Receive a Scholarship?
with No Comments

What will happen to all the money I have saved for her college expenses now that she doesn’t need it?

#BestOf2019 – Q&A: Can I Use 529 Funds for Off-Campus Housing?
with No Comments

Elizabeth has written one post so far, and it was the most popular post of 2019. With over 12K views, this clear descriptions of the housing reimbursement rules has helped a lot of people.

Q&A: Can I Use 529 Funds for Off-Campus Housing?
with No Comments

In general, you can use 529 funds to pay for your student’s off-campus housing costs.

See More by Elizabeth

Like what you read? Subscribe to our newsletter!