Elizabeth Lee is part of LPL Business Solutions, a service that provides industry-trained LPL professionals who can help simplify operations and streamline LPL advisors’ practices. With over 7 years of experience in both traditional and digital marketing, Elizabeth designs and executes marketing strategies to help advisors grow their business. Prior to joining LPL, she worked as the Marketing Coordinator at Canterbury Consulting, where she focused on building events, proposals, presentations, and online marketing initiatives that promoted Canterbury’s services and brand.
Elizabeth graduated from the University of California, Irvine (UCI) and is a Southern California native. She spends her spare time volunteering with the Alzheimer’s Association and the UCI Paul Merage School of Business’ Center for Investment and Wealth Management, which serves as a resource for financial education with goals of increasing financial literacy and minimizing financial instability.
Feroz Ansari is a Senior Principal and Portfolio Manager with Compak Asset Management in Newport Beach, CA. He is a CFP® (Certified Financial Planner) certificate. He holds an MIM (Masters of International Management) degree from ASU ‐ Thunderbird, Graduate School of International Management, Arizona, and an MBA from the Institute of Business Administration, Karachi, Pakistan. He has completed risk management, trading, portfolio management, leadership and financial management programs at The Oxford University in England, INSEAD in France, Citibank Training Center‐Singapore, Euromoney in New York and Emirates Bank Training Center in Dubai. Feroz Ansari published a research paper dealing with dual exchange rate mechanisms and has conducted training programs for treasury management and foreign exchange.
The Bahnsen Group: Thoughts On Money (TOM): TOM is a place to find simple truths on money. Everything from budgeting to investing to decision making. It's a great place to come for answers to your own personal financial questions or to spark thought on how to improve your financial life. Enjoy an easy to read, application-focused commentary.