CRF Home

Offering individualized financial
& investment planning services

(781)404-7009    (978)206-2375

Elizabeth P. Sampson, CFP®

Elizabeth P. Sampson, CFP®

Founder | Partner

Schedule a Meeting with Liz

After previously enjoying a career in higher education as a university administrator working as a counselor and in student leadership development, Liz realized that that chapter in her life had run its course and it was time for a career change… but was unclear as to what she might want to pursue. Liz had some financial concerns about making this transition and was referred to a local Waddell & Reed advisor for help.

That introduction was life-changing. Working with her Financial Advisor, Liz became fascinated by the financial planning process and the different financial solutions available to help people pursue their goals. She liked Waddell & Reed’s educational and collaborative approach with clients and quickly realized that she had just discovered her next career … that becoming a Financial Advisor with Waddell & Reed was the perfect fit for her new passion and her existing skill set. That revelation took place back in 1991 and she has never looked back.

Liz holds the Series 6, Series 7, Series 63 and Series 65 licenses through LPL Financial to serve clients in AL, AZ, CA, CO, CT, DC, FL, HI, IN, MA, MD, ME, MI, MO, NC, NH, NJ, NV, NY, OR, PA, RI, SC, TN, TX, VA, VT, WI & WV and holds Life, Accident & Health insurance licenses to serve clients in AZ, CT, FL, MA, ME, NC, NH, TX, NJ, NY, PA, RI, TX and VA. She has also earned the Certified Financial Planner™ mark from the College of Financial Planning.

Liz lives in Epping, NH with her long-time partner Donna, a software developer, and one old and occasionally cranky cat.


Disclosure documents can be found using the following link to my company’s website: If you would like to more fully understand what being a Certified Financial Planner™ professional means, please go here: