Exit Planning Institute - Find a CEPA

Meet Elizabeth Anderson:

Liz is a Vice President with Whittier Trust Company, and her primary focus is developing new relationships. Liz focuses on family business transitions and is passionate about assisting business owners with succession planning and pre-liquidity personal planning.

Based in the firm’s Pasadena office and has a strong network of relationships throughout Santa Barbara and Los Angeles counties.

Liz’s strengths are solving complex financial and family dynamics issues for clients who seek to optimize their quality of life and the lives of those important to them.

Before joining Whittier Trust in 2014, Liz spent more than a decade directing marketing with a business law firm in Downtown Los Angeles, improving brand awareness and expanding the firm’s client base. She earned her Bachelor’s degree in English at the University of California, Berkeley, has a Certificate in Financial Planning from Pepperdine’s Graziadio School, and is a Certified Exit Planning Advisor.

A native of Los Angeles, she is active in many organizations throughout Southern California, including Family Enterprise USA, Association for Corporate Growth, Exit Planning Institute, the Pacific Council on International Policy, and ArtCenter 100.

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Meet Elizabeth Anderson:

Based in the firm’s Pasadena office and has a strong network of relationships throughout Santa Barbara and Los Angeles counties.

Liz’s strengths are solving complex financial and family dynamics issues for clients who seek to optimize their quality of life and the lives of those important to them.

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