Elisabeth Plax

Executive Wealth Advisor
Ph.D., CFP®

The Professional Me

Elisabeth is a CERTIFIED FINANCIAL PLANNERTM practitioner with an MBA in Finance and an MA and Ph.D. in University Administration. She has provided comprehensive financial planning and consulting services for over 30 years, focusing on the areas of wealth accumulation, retirement planning, estate planning, and risk management. She also provides specialized services for long-term care planning and divorce considerations.

Elisabeth was director of the financial planning program at Myers University from 1999 to 2004, and has taught all the various courses in financial planning at area colleges. She is past President of the Northeast Ohio Chapter of the Financial Planning Association (FPA), has served on several national committees of the CFP® Board of Standards and as a presenter at the FPA’s annual national conference. Elisabeth has served on the advisory boards of several area companies and professional firms, providing expertise in business planning, personnel issues, and marketing to small business owners.

From 2003 through 2007, Elisabeth appeared bi-weekly on “Golden Opportunities,” a senior-focused television program aired in Northeast Ohio on NBC. She has been cited in The Wall Street Journal, The New York Times, The Miami Herald, The San Francisco Examiner, The Plain Dealer, and other major newspapers and magazines as well as a number of financial websites, including CNBC.com. Elisabeth resides in Beachwood, Ohio. She has taken an active role in the greater Cleveland community, lending her talent and financial acumen to a broad variety of civic, cultural arts, and charitable organizations in various leadership roles as a board member, president, or volunteer.

Professional Designations & Credentials

  • CERTIFIED FINANCIAL PLANNER TM (CFP®) certification
  • Registered Principal with LPL Financial
  • MBA in Finance
  • MA and Ph.D. in University Administration
  • FINRA Series 7, 24, and 63 securities registrations held through LPL Financial
  • Life & Health Insurance licenses

The Personal Me

Firing on all cylinders has served Elisabeth well in both her personal and professional life. “Both sides of my brain like to be active – I enjoy working with people and I also love number crunching; my MA in Counseling has really served me well with clients and my MBA in Finance has provided the other side with plenty to do.” She brings the same level of passion that led to her success as a businesswoman to her faith, love of the cultural arts and music, and her commitment to reducing her personal carbon footprint through eco-friendly choices. When she’s not working or volunteering, she can be found spending time with her grandsons, whipping up one of the French recipes her mother taught her, or traveling abroad.

Little known fact: Elisabeth always has a suitcase ready for her next trip—wherever it may take her.

See Another Side of Me
See the Professional Me

Contact Information:

Phone: 440.740.0130 x301

Email: Elisabeth@PlannedFinancial.com

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