Founder, Private Wealth Advisor

Elizabeth Delgado, AAMS^®, AWMA^®

Ever since childhood, my Cuban and Columbian roots set me on a path for hard work and financial planning. It’s now my privilege to serve our clients with comprehensive care and smart strategies. When it comes to my community, my heart lies with Scarlet Hope Las Vegas, Junior Achievement of Southern Nevada, and Olive Crest — to name a few. When I’m not navigating financial care, you’ll find me soaking up moments with family, friends, and pups, and appreciating hobbies like hiking, watercolor painting, and Ashtanga yoga.

I might be the right advisor for you if you…

• Desire a well-structured financial life
• Are committed to reaching your goals
• Appreciate accountability
• Value unbiased and objective, yet personalized, advice
• Love to laugh, to talk about travel, and to watch funny animal videos!

My Experience & Qualifications:

• Have served families and their entities financial needs since 2001
• AAMS^® (Accredited Asset Management Specialist)
• AWMA^® (Accredited Wealth Management Advisor)
• FINRA Series 7, 24, 66, and 31 Licenses
• State Life, Health, Long-Term Care & Disability Insurance Licenses
• Former Director & COO of locally owned Broker-Dealer/Registered Investment Advisor Firm
• Recipient of the Women of Distinction Award