"I can help you manage your wealth through expense reduction strategies and offer you dynamic investment planning that seeks better outcomes without necessarily increasing risk or saving rate”.  Elizabeth V. Soto is one the very rare. Spanish-speaking CFP designees in Houston who focusses on education first.  She is a CFP Board CERTIFIED FINANCIAL PLANNER™.  This designation is the gold standard in the industry.  She’s been serving the Houston community for 30+ years and has been the featured speaker for CPA and attorney groups, Hispanic Doctor groups, Business Owner  and employee groups.

She has been invited to speak at Rice University and the University of Houston and also been featured on several national publications and television programs.