Elizabeth Whitteberry, NSSA® Advisor · Colleyville, TX
Elizabeth Whitteberry
Founder, Best Path Advisors
Professional Profile
Elizabeth Whitteberry is a distinguished Founder and Retirement Wealth Advisor at Best Path Advisors in Colleyville, Texas. With a deep-rooted passion for empowering successful women and couples aged 50 and above, Liz specializes in guiding clients through the complexities of retirement planning and Social Security strategies. Her commitment to lifelong learning ensures that she remains at the forefront of industry knowledge, providing her clients with the most accurate and up-to-date advice.
As a holder of the NSSA® designation in Social Security planning, Elizabeth Whitteberry brings specialized knowledge of Social Security planning to every client relationship.
At Best Path Advisors, Liz believes that time is our most valuable resource, and she is dedicated to helping clients utilize their wealth to enhance their lifestyle and achieve their retirement dreams. As a respected professional in her field, Elizabeth is recognized for her ability to connect with clients on a personal level, fostering trust and confidence as they navigate their financial futures. Whether you are approaching retirement or need guidance on Social Security benefits, Liz is your reliable partner in finding your best path forward.
Disclosure
Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA). Best Path Advisors and JWC/JWCA are unaffiliated entities. For a copy of JWCF’s Form CRS, JWCA’s Form CRS, or JWC’s Disclosure Supplement please click here. By following the link, you consent to receipt of the Form CRS electronically. Our primary regulator, FINRA, provides numerous investor education materials. One resource is BrokerCheck, which provides information about firms and financial advisors.
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