Elizabeth R. Paal
Heritage Financial Consultants
Elizabeth Paal had a realization volunteering at a women’s shelter while attending college in Tennessee.
As she watched the group of women rebuilding their lives with children by their side, she saw that anyone’s life can change in the blink of an eye.
“What we need to do for each other is try to make life just a little easier and provide encouragement,” Paal said.
She continues to volunteer weekly and is now serving on the Board of Directors of the United Way of Central Maryland. She is the new chair of the Executive Council of Emerging Leaders United, comprised of 1,500 young professionals in Central Maryland.
As a certified financial planner, Paal’s practice specializes in comprehensive financial planning in the areas of wealth management, retirement planning, education funding, risk management and estate planning.
Paal earned her Certified Financial Planner designation when she was 24 after taking preparation coursework through Kaplan University.
“Not all financial planners go through this grueling undertaking to get this certification, let alone first thing when they are starting in their career, but I was determined to be the best I could be,” Paal said.
Paal has a bachelor’s degree from Sewanee, The University of the South and is a Chartered Retirement Planning Counselor from the College of Financial Planning.
She is passionate about helping young professionals realize their financial goals, speaking at conferences and had a financial column for Find Your Moxie magazine.
Additionally, she volunteers with the Maryland SPCA and adopted a rescue pup, Jayce. She is a past membership chair of the Junior League of Baltimore.
In 2015, she was recognized by the Cystic Fibrosis Foundation as one of Maryland’s finest for raising thousands of dollars to support its mission. She was also recognized by The Daily Record in 2013 as one of “20 in their 20s.”