Hingham

Elisabeth Talbot

CFA®, CPA

Senior Wealth Advisor

50 Derby St, Suite 200 & 240
Hingham, MA 02043

Elisabeth Talbot

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Elisabeth Talbot

Professional Certifications

  • CFA® – Chartered Financial Analyst®
  • CPA – Certified Public Accountant

About Elisabeth

Liz is a Senior Wealth Advisor at Focus Partners Wealth. She has been with the firm since 1991 and serves as a lead in managing some of the firm’s key client relationships. Liz has extensive experience in financial planning for high net worth individuals and families; a wealth of knowledge on tax, estate, and retirement planning; and deep expertise in the areas of investment management and asset allocation. She holds the Chartered Financial Analyst® designation and is a Certified Public Accountant.

Before joining the firm, Liz worked for the international accounting firm of Ernst & Young, LLP. She also is a former adjunct faculty member of Suffolk University, where she taught accounting, finance, and taxation in the undergraduate and MBA programs. Liz is a member of the CFA Institute and the Boston Security Analysts Society. She earned a Bachelor of Science from Boston College and Master of Science in Taxation from Bentley College.

Liz is the former President and Treasurer of the Board of Directors of Rosie’s Place, a Boston area non-profit organization.