#272 - The Heart of Financial Planning Award Winner Liz Menjivar
The Heart of Financial Planning Award Winner Liz Menjivar
Hosts Brad Wright and Michael Connaughton are joined by Heart of Financial Planning award
winner Liz Menjivar
Liz is a financial consultant at Fidelity Investments and president of the FPA of Illinois chapter.
At Fidelity, she serves as Regional Co-chair of SOHL (Support and Outreach for Hispanics and
Latinx) employees. She is a past member of the boards of Arden Shore Family Services and the
Chicago Financial Women Association (CFW). Liz is also a recipient (along with Preston
Cherry) of the 2025 Heart of Financial Planning Award.
They discuss:
-How Liz became involved with financial planning, and why she stays
-Why mentoring is such a big part of her life
-How she found out she won the Heart of Financial Planning award
Lizbeth Menjivar:
LinkedIn: https://www.linkedin.com/in/lizbethgmenjivar/
