Today's guest, Elizabeth Buffardi, joins us to discuss what you need to know about Roth conversions.
Elizabeth Buffardi is a CFP® and a CPA. She began her career as a tax accountant at a public accounting firm in Chicago.
Soon afterward she joined a family office, handling the accounting for a single family’s investment portfolio and serving as liaison between several investment managers, accountants, auditors and attorneys.
Over time she developed a keen interest in investing, gaining perspective from the many hedge fund managers she worked with. Today she follows the principles of functional asset allocation to help you reach your investment goals.
As a member of the Alliance of Comprehensive Planners, the National Association of Personal Financial Advisors and the Illinois Certified Public Accountants Society, she acts as a fiduciary and puts her clients’ interests ahead of her own. The goal is to bring each element into harmony in support of your life objectives.
Crescendo Financial Planners was born from Elizabeth’s quest to help people like herself gain control of their financial lives. She strives to provide the information that people need and to be able to recommend solutions that are right for that person and their situation.