Elizabeth McGee

Financial Services Professional & Financial Literacy Advocate

Certified Financial Education Instructor (CFEI)

Elizabeth McGee, Financial Literacy Advocate

Personal Notes

After over 30 years of experience in the finance industry, I am now transitioning to a career where I hold certifications as a Certified Financial Literacy Professional (CFLP) and a Certified Financial Education Instructor (CFEI). I am also a licensed Realtor, certified Mentor and investor, bringing a broad perspective to my current role. Recently, I’ve taken on the position of a Federal Financial Consultant, further diversifying my professional portfolio. This blend of expertise in finance, real estate, and federal consulting allows me to offer a unique and comprehensive approach to managing finances, investing, and understanding market complexities. Beyond my financial acumen, I am a licensed realtor, investor, and certified Mentor. My hope is to adeptly guide individuals in budgeting, credit management, risk assessment, and on the power of compound interest and how it can significantly grow one’s wealth and give them back time through passive income.

Bio

Elizabeth McGee has dedicated 30 years to the finance industry and has now transitioned to sharing her wealth of knowledge as a Certified Financial Literacy Professional (CFLP) and an NFEC Certified Financial Education Instructor℠ (CFEI). Through these roles, she teaches courses that cover a broad range of financial topics, from managing finances and understanding funding sources to the intricacies of real estate investment. Elizabeth’s commitment to financial education helps others gain a profound understanding of how to effectively manage their assets, make informed investment decisions, and realize the potential of compound interest. Her background as a Federal Financial Consultant for the HAB program further enriches her courses, providing a well-rounded perspective on both personal and organizational finance.