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Elizabeth Scafa, CPA, CFP®, AEP®

Elizabeth Scafa, CPA, CFP®, AEP®

Liz has been employed in the financial services industry for more than 30 years gaining experience in public accounting, banking, insurance and investment management. After being employed by Touche Ross & Co. (now Deloitte & Touche), Bankers Trust (now Deutsche Bank), CNA Insurance Company and Morgan Stanley (now Morgan Stanley Smith Barney) and looking to provide clients with a unique experience, Scafa Financial Services, LLC was founded in 2004 with the goal of providing unparalleled personalized service.

Liz graduated magna cum laude from Baruch College of the City University of New York in 1982 and is a Certified Public Accountant and Certified Financial Planner®. She is insurance licensed in life, accident and health, variable annuities and variable life and property casualty, holds Series 7, 63 and 65 securities licenses and is an investment advisor representative. She is also a licensed New Jersey mortgage originator.

She is currently the Vice President of Programming of the Mercer County Estate Planning Council, member of the New Jersey State Society of Certified Public Accountants, the American Institute of Certified Public Accountants, and former member and secretary of the New Jersey Association of Women Business Owners.  Liz was recently accepted into the National Association of Estate Planners & Councils as an Accredited Estate Planner or AEP®. 

Liz and her husband, Dave, live in central New Jersey with their rescue dog, Milo. They are the proud parents of Stephanie who resides in Eugene, OR and Christine who resides in Jersey City, NJ.

 

Investment and financial planning services are offered by Elizabeth Scafa through her affiliation with Avantax.