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Elizabeth M. Bennett, MBA | Principal, CEO, and CERTIFIED FINANCIAL PLANNER™ | Chesapeake Financial Planning & Tax Services
Elizabeth Bennett has worked in the finance industry since 1991. From venture capital and corporate America to individualized financial planning, her experience has given her a strong appreciation for financial planning and wealth management. She provides her clients with a broad comprehensive perspective on wealth management guidance, preservation, estate planning, and tax efficiency planning. In 2012, Bennett earned her CERTIFIED FINANCIAL PLANNER™ certification, and she takes pride in providing her clients with complete objectivity, transparency, and customized strategies.
What excites you most about your career?
We work closely with clients in a very personal way—guiding how their financial assets are structured to align with the life they envision. It’s incredibly rewarding to create a financial plan and portfolio that reflect their goals, values, and future plans. I often say, “We help people retire every day”—because we truly do. What drives us is helping clients achieve financial freedom on their own terms.
What significant trends in financial planning are you seeing?
One of the key trends we’re seeing is that younger individuals are earning more at earlier stages in their careers, and they’re proactively seeking financial advice. They recognize the importance of starting sooner than previous generations, and they’re motivated to build wealth with intention. It’s exciting to see this shift, with younger people taking ownership of their financial futures and making smart decisions early.
What is your approach to client service?
We take a true team approach to client service. While I meet directly with clients, my team handles their questions, distribution requests, and anything else they may need. We stay fully coordinated and informed about each client’s situation, thanks to our organized and centralized processes, which ensure a seamless and consistent experience.
Chesapeake Financial Planning & Tax Services | 71 Old Mill Bottom Road North, Suite 201 | Annapolis, MD 21409 | 410-974-0410 | chesapeake-financial.com
Securities offered through J.W. Cole Financial (JWC) member FINRA/SIPC. Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA). Financial planning, insurance, and tax services offered through Bay Financial Planning and Tax Services, LLC DBA Chesapeake Financial Planning, a Registered Investment Adviser. Bay Financial Planning and Tax Services, LLC and JWC/JWCA are unaffiliated entities.
