Lizzie Dipp Metzger MSFS, CFP®, AEP®, from the ELP GO of NYLife has been listed a 3rd year in a row on the 2023 Forbes Top Financial Security Professionals list

EL PASO, TX, USA, August 2, 2023/EINPresswire.com/ -- Elizabeth “Lizzie” Dipp Metzger, MSFS, CFP^®, AEP^®, from the El Paso General Office of New York Life Insurance Company has been listed a third year in the row on the 2023 Forbes Top Financial Security Professionals list. Lizzie was ranked #7 nationwide and as the top female advisor on the list. She was also ranked as #2 advisor in Texas. She was honored to be one of the 100 individuals named to this group of distinguished professionals based on several criteria considered by an independent research firm.

A New York Life agent for 13 years, Mrs. Dipp Metzger received this recognition for helping her clients in a world in which wealth preservation and protection matter more than ever.
Elizabeth Dipp Metzger is the Founder and President of Crown Wealth Strategies, a comprehensive wealth strategies firm in El Paso, TX, which serves clients nationwide. As a Financial Advisor, Lizzie provides clients with an integrated retirement and insurance strategy focused on maximizing value over the course of their lifetime. Her primary focus is to provide holistic strategies for retirement, college funding, estate and business succession and wealth accumulation. Lizzie is also proud to have been a New York Life agent for 12 years and has helped her clients in a world in which wealth preservation and protecting what matters most have never been more important.

“We are honored that Lizzie appears on this prestigious list,” said Jeffrey D. Bradley, Managing Partner of the El Paso General Office. “New York Life has known for quite some time what a valuable asset Lizzie has been to our family and to many families and businesses in our community and nationwide.”

For additional details about this recognition, click here. Please note, the independent research firm considered in its ranking a variety of financial products and services which not all ranked Financial Security Professionals (FSPs) may be licensed to offer. Only those products and services FSPs are licensed to offer were considered in determining any individual FSP’s rank. Click here for the full methodology.

Lizzie Dipp Metzger is a Member Agent of The Nautilus Group^®, a service of New York Life Insurance Company, and is a Financial Adviser offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. She has a BA from Pomona College and MSFS from American College. She also is a CERTIFIED FINANCIAL PLANNER™ and has an AEP^® designation reflecting advanced training and education in estate planning. Mrs. Metzger has been featured on Yahoo! Finance and written articles for a variety of publications including Financial Advisor Magazine. She is also a past Council President for New York Life and former recipient of NAIFA’s Four Under Forty Award. She and her family are residents of El Paso, Texas. Crown Wealth Strategies is neither owned nor operated by New York Life or its subsidiaries.

Data provided by SHOOK^®Research, LLC.Data as of 12/31/22.
Source: Forbes.com (July, 2023).
Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Top Financial Security Professionals (FSP) rankings, which are determined independently (see methodology). FSP refers to professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses. Ranking algorithm is based on qualitative measures learned through telephone, virtual, and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, and firm nominations; and quantitative criteria, such as assets under management, sales figures, and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and these professionals rarely have audited performance reports. Individuals must carefully choose the right FSP for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help individuals choose the right FSP and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC

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Cynthia Loya
Crown Wealth Strategies
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