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CFP®, CRPC®
Financial Planner
Meet Elizabeth
Elizabeth Paal Goss, CFP®, joined Heritage Financial Consultants in 2006. Her mission is to provide her clients with comprehensive financial planning. In 2010, Elizabeth joined forces with Kathy Armstrong as a mother-daughter team. Together, they deliver objective, straightforward strategies to help their clients achieve their lifelong financial goals.
Elizabeth is passionate about the Baltimore region. She was born and raised in Baltimore and is an alumna of Calvert School and The Roland Park Country School. Elizabeth lives in Baltimore, MD with her husband, Donald, their daughter and their pug, Jayce.
In her free time, Elizabeth enjoys volunteering, traveling, and spending time in Bethany Beach.
Certifications
- CERTIFIED FINANCIAL PLANNER™ practitioner
- Chartered Retirement Planning Counselor (CRPC®)
- FINRA Series 7 and 66 registered
- Life and Health insurance registered
Awards
- The Daily Record – Leading Women (2019)
- The Daily Record – VIP, Very Important Professional (2018)
- Governor Hogan – Governor’s Volunteer Service Certificate (2017)
- The Daily Record – Twenty in Their Twenties (2013)
- Cystic Fibrosis Foundation – Maryland’s Finest (2015)
Education
- B.A., Sewanee: The University of the South
- Study Abroad, Oxford University
Community Involvement
- Calvert Alumni Board (Current Board Member)
- United Way of Central Maryland (Past Board Member)
- Emerging Leaders United of the United Way of Central Maryland (Past Chair)
- Emerging Leaders United of the United Way of Central Maryland (Council Member)
- Junior League of Baltimore (Past Chair of Membership)
- Leadership Baltimore County (Alumna)
Kathy Armstrong
Financial Planner
Melissa Barreca
Client Relationship Manager
Primary Service Areas
Wealth management
Retirement planning
Education funding
Risk management
Estate Planning
307 International Circle, Suite 390 Hunt Valley, MD 21030
