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.


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

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.

What Happens to Your College Savings Plan When You Receive a Scholarship?
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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?
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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.

See More by Elizabeth

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