Elizabeth Updike

Elizabeth “Liz” Updike, a Financial Planner at Academy Financial Inc., has over 30 years of experience and provides her clients with the highest level of professional and personal service. She engages with her clients to afford them the opportunity to achieve a work optional lifestyle, to build and create a sustainable retirement and preserve their estates so that their hard-earned wealth is protected for generations to come. Liz empowers business owners, federal employees, highly compensated executives, high net worth families, foundations, endowments, and independent professionals as they work to achieve financial independence. In addition to providing services throughout the Northern Virginia, Maryland and Washington Metropolitan region, Liz has a growing number of clients nationwide including Georgia, Florida, Tennessee, North Carolina, New Hampshire, Texas, Illinois, California, Arizona, Idaho, and New York.

Areas of Expertise

• Business Succession Planning
• Retirement Planning
• Estate Preservation
• Investment and Asset Protection

Personal Information

Liz resides in the town of Vienna with her children Olivia and Amelia who were adopted from Cambodia and Vietnam. She enjoys hiking, golf, and participating in her children’s school and athletic activities as a member of the PTA.

Community Involvement

Liz is an active member of the local and international communities and is a current Advisory Board volunteer for the Devotion to Children charity. Her family founded and created fundraising to build four Olivia’s Schools in Cambodia to educate impoverished children. She is active in her church community and founded her church’s endowment and investment committee.

Certifications

• FINRA Registrations: Series 7, 63, & 65

Education

• Bachelor’s in business, Georgia State University