Elizabeth Bertelsen, Senior Wealth Advisor
In 1989, Elizabeth graduated from Lake Forest College with a B.A. For over 25 years of financial services industry experience, her mission has always been driven by two main objectives: to understand her client’s unique financial goals and needs, and to maximize the probability of achieving them. Involvement in community service is important to Elizabeth. She is a Leadership Sarasota County Graduate (2004) and served on their Executive Committee through the Sarasota Chamber of Commerce for 3 years, as well as having served on the All Faith’s Food Bank Board Foundation and the Sarasota Historical Preservation Board.
Elizabeth works closely with the experienced team at Accurate Wealth Management, LLC as well as with local legal professionals and CPAs, some of whom may already be part of her client’s financial picture.
Elizabeth lives in Sarasota with her Firefighter/Paramedic husband of 21 years and their daughter.
Local: (813) 994-0984
Toll Free: (866) 241-8078
Fax: (813) 907-6738
2211 Ashley Oaks Circle
Wesley Chapel, FL 33544