Liz Gillette,
CFP®

Founder & Senior Advisor

Liz Gillette is a Founder and Senior Advisor at Curio Wealth. She earned her Bachelor of Business Administration from George Washington University, where she was an all-conference Division I volleyball player and a Dean’s List student. She joined the advising industry in 2013 and earned her CERTIFIED FINANCIAL PLANNER® certification from Northwestern University in 2016.

At Curio, Liz works with individuals and couples in their 30s through 50s navigating the complexities of work, life, and caregiving. With couples, she creates space for both partners to feel heard and involved, supporting thoughtful decisions that reflect what matters most.

Her work is grounded in a simple idea: money should support the life you actually want to live. She helps clients align their spending with their values, without judgment, and find a balance between enjoying today and planning for the future. As both a leader and advisor, Liz is known for her ability to listen deeply and simplify the complex.

Liz’s insights have been featured in publications such as Forbes, The Wall Street Journal, USA Today, and MarketWatch, where she shares perspective on navigating complex financial decisions like inheritances and other pivotal life moments. She was named one of NAPFA’s “Women to Know” in 2024.

Liz’s commitment to giving back reflects her belief in showing up where it matters most. She supports children and families through foster care advocacy (CASA), pediatric hospice programs (Hospice of the Chesapeake), and youth mentorship (TCP). She also serves as Vice President of Anne Arundel Women Giving Together (AAWGT), a collective grantmaking organization that strengthens women and children in her community.

Outside of work, Liz enjoys spending time with her family, creating as many memories as possible with her husband and three kids. She loves interior design and is always thinking about creating spaces that feel both beautiful and welcoming. One of her long-term goals is to take her family to the 2028 Summer Olympics in Los Angeles, inspired by attending the 1996 Games as a child.

Schedule an initial consultation with Liz.

Certifications and Education

How does curiosity help you serve your clients and better perform your role?

“On the outside, financial planning is working with numbers to build a path that ensures a high probability of success. But the real magic happens in the details—understanding the humans that are creating these goals, knowing what the likely obstacles will be that get in their way, and being able to guide them toward a solution. That’s where curiosity plays a crucial role. Knowing my clients well allows me to serve them better. I know how to influence them in the most positive way, to be a safe place for them to express their fears and concerns and share in their victories and accomplishments. They know they have someone in their corner to help offload the mental piece, make their life easier, and be an accountability partner not just for their financial goals, but for the life they’re seeking to create.”
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We’re excited to engage with you whether you’re curious about a particular topic or eager to explore how our approach can be personalized to suit your needs. Feel free to ask any questions or dive deeper into what we can offer.

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GET IN TOUCH

Want to Learn More?

We’re excited to engage with you whether you’re curious about a particular topic or eager to explore how our approach can be personalized to suit your needs. Feel free to ask any questions or dive deeper into what we can offer.

Other Ways to Connect