Elizabeth McCollum, CEP®

Prosperity Financial Planning LLC
Celebration, FL 34747
(321) 330-6715


elizabeth@prosperityfinancialplanning.com
Visit Website

CEP® Date Awarded
January 1, 2025

Elizabeth McCollum, CEP®, CFP®
Prosperity Financial Planning

CREDENTIALS
  • CFP® Certified Financial Planner
  • CEP® Certified Estate Planner
  • MBA from The Wharton School, University of Pennsylvania

EXPERIENCE
  • Vanguard advisor and Chief of Staff for Advice
  • CEO of Hana Group North America, a five-company firm owned by Permira Private Equity, London
  • VP Operations, Bonefish Grill
  • RVP Outback Steakhouse
  • RVP LongHorn Steakhouse
  • Corporate finance positions at LongHorn Steakhouse and Olive Garde

SPECIALTIES
  • Transitions into retirement and retirement income strategies
  • Customized, complex estate planning
  • Boutique style, high-touch wealth management services

A Certified Estate Planner™ has:

  • Completed a rigorous eight (8) module course of instruction in the field of estate planning,
  • Successfully passed a comprehensive examination process,
  • Shown a desire to associate with professional estate planning peers,
  • Agreed to comply with annual estate planning continuing education requirements, and
  • Ascribed to the practical guidelines and code of ethics of the NICEP.

Visit My Website

Connect With Me