Liz Sylvan, CFP®, CDFA®
Real Life. Real Money. Real Financial Plans.
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Cultivating Wealth
Liz Sylvan, CFP®, CDFA®
New York, NY
Serving Clients Nationwide
Real Life. Real Money. Real Financial Plans.
Areas of Focus
- Divorce Financial Planning
- Education Funding
- Employee Benefits
- Financial Life Planning
- Investment Management
About Me
Hi, I'm Liz Sylvan, a financial planner at Cultivating Wealth.I work collaboratively with individuals and families to enable them to move confidently toward their financial and life goals. I provide guidance in all areas of personal finance including tax planning, retirement planning, investments, estate planning, education funding, and preparing for the purchase of a home or investment property.
In addition to general financial planning, as a Certified Divorce Financial Analyst, I help divorcing individuals and couples to make informed financial decisions.
I have been a financial planner since 2015 and received the Certified Financial Planner designation in 2018. In addition to my client-focused work, I have provided pro bono financial planning through the Borough of Manhattan Community College and the Financial Planning Association’s Financial Planning Days.
Prior to my career in finance, I spent a decade in the non-profit sector, helping organizations to fund their missions through individual and institutional giving.
When I'm not working, I enjoy traveling, exploring New York City on my bike, and spending time with my husband and two kids.
Professional Designations
- Certified Divorce Financial Analyst (CDFA)
- CERTIFIED FINANCIAL PLANNER™ Professional
Affiliations
-
Financial Planning Association
- National Association of Personal Financial Advisors
Primary Location
Brooklyn, NY 11201
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule your free 15-minute introductory call. We'll listen and learn more about you and your individual circumstances and financial planning needs. And we can answer your questions to help you decide if we're a good fit to work together.Offers Investment Management
Yes
About our Firm
Cultivating Wealth resides at the intersection of life and finances, offering fee-only financial planning services for people who want to take power over their wealth. Our highly-trained advisors help clients make smart financial decisions over a lifetime.Our Simple Process for Cultivating Wealth:
✅ REAL LIFE. Real Life is where we begin. Setting financial goals is a balance between today’s decisions and tomorrow’s desires. Get the most out of today’s lifestyle without sacrificing your future.
✅ REAL MONEY. Real Money is where we adjust. Whether it’s a new home, job, or major move, we can connect these real money decisions to your overall financial strategy and help you decide the right next moves.
✅ REAL PLAN. Real Plan is what you get. We are fee-only planners and our plans are intended to give you the information you need to take power over your wealth.
Cultivating Wealth is a fee-only Registered Investment Adviser. Our roots are in New York City, but we are now coast to coast and serve clients virtually nationwide.
We are proud of our independence and dedication to the highest standards in our industry. Our fiduciary standard means that we are required to put our client’s interests first. Fee-only means fewer conflicts of interest because we cannot receive commissions.
Education
Wesleyan University, B.A., History
Badges
Hobbies and Interests
- Cycling
- Family
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Blended Family
- Corporate Executives
- Couples
- Divorce
- Dual Income Family
- Gen X
- Gen Y / Millennials
- LGBTQ
- Living in Retirement
- Newly Engaged / Newlywed
- Parents
- Single Women
- Widow
- Women in Transition
- Women Professionals
- Women’s Finance
- Young Families
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
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