Elizabeth Lefebvre Cleary, CFP®

Financial Planner
Financial Services Executive

With nearly a decade of experience as a financial planner, Elizabeth has  made it her mission to understand each client's unique financial situation; serving the investment and protection needs of individuals, small businesses and families. Elizabeth's passion to serve as a constant resource to her clients was inspired by her father, the founder of Lefebvre Financial Services, a highly accomplished financial planner, who served his clients for over 40 years until his passing on March 5th, 2011. Elizabeth has carried on the same core values and business principles her father lived by into the successful practice she provides her clients and community with today.

The first core value is to protect yourself and those you love. There are two main components Elizabeth makes a point to address with her clients who are business owners, and they are simple: The risk of dying too soon, and the risk of becoming disabled and unable to work. The answer? Plan for the unexpected.

The second core value is paying yourself first. On Elizabeth's 5th birthday, her parents gave her a piggy bank, and Elizabeth makes it a point to explain to her clients that although saving for the future isn't always easy, some need a "piggy bank" to get them started on the path to savings, and making money management a habit.

The final core value is the time value of money is extremely powerful. Elizabeth was fascinated by her father's financial calculator, where he would often show her the value of a dollar in the 1920s deposited into different areas, and what that dollar would be worth today. By breaking down the value of hard work Elizabeth's father showed her how a valuable, proper, well-thought wealth management is when it comes to helping her clients reach their short term and long term financial goals. Elizabeth understands how important it is to help educate her client’s so they can make financial decisions with confidence in their lives.

Elizabeth holds her Series 7, Series 63, and Series 65 securities licenses, is licensed to sell Life, Accident and Health insurance and during her tenure at MetLife, was recognized as a Leaders Conference Qualifier from 2009-2015, and a Platinum Conference Qualifier in 2016.

Elizabeth earned her Bachelors Degree in Business from the University of Richmond, and her Masters in Education in Curriculum Development and Instruction from Fairfield University. She's an active member in the Junior League of Greenwich, a woman's organization whose mission is to promote volunteerism, empower women and improve the community, a PTA member at the
International School at Dundee, and an active member of the University of Richmond Alumni Association. Elizabeth currently resides in Greenwich, Connecticut with her husband Chris, their two daughters, Colette and Evangeline, and their dog Mr. Miyagi. In her free time, she enjoys skiing, playing tennis, and cooking with her family.