Elizabeth Lefebvre Cleary, CFP®

For Elizabeth Lefebvre Cleary, financial planning isn’t just a career, it’s a legacy. She proudly carries on the business her father, Al Lefebvre, began in 1970, rooted in the values of care, trust, and personal relationships that defined his more than 40-year career.

Since 2008, Elizabeth has built a thriving practice focused on helping individuals, families, and small businesses protect what matters most and plan for the future with confidence. She takes a deeply personal approach to planning—getting to know each client, understanding their goals, and becoming the first call they make when life happens. If she doesn’t have the answer, she’ll find it. Her mission is to be a lifelong resource for those she serves.

Before joining the business full-time, Elizabeth began her professional life as a teacher. Though her father always believed she would one day lead the firm, Elizabeth initially pursued a path in education, earning a Master’s in Curriculum Development and Instruction from Fairfield University after receiving her Bachelor’s in Business from the University of Richmond. But when her mother became ill, Elizabeth’s perspective shifted. She realized that through financial planning, she could make an even greater impact, helping families navigate challenges and build security in uncertain times. Guided by the work ethic her father instilled in her, Elizabeth took the leap, fully stepped into the business, and never looked back.

Elizabeth is licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT.