Liz Davidson
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Liz Davidson

Tax Planning Career Success Investing & Trading
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Liz Davidson is CEO and Founder of Financial Finesse, a Los Angeles based firm, providing millions of Americans with access to unbiased financial guidance through workplace financial wellness solutions. In 1999, she spearheaded the movement to institutionalize financial wellness programs in the workplace and has influenced legislation around requirements for financial professionals to ensure they work in the best interest of investors through the fiduciary standard. As an advocate for investors, Liz is a pioneer of the financial wellness movement. She lays out the ways that workers can find their own financial security in her upcoming book, "What Your Financial Advisor Isn't Telling You,"​ which will be published by Houghton Mifflin Harcourt in January, 2016. Additionally, Liz has been tracking and analyzing trends in employee financial issues for over 15 years and provides commentary to Financial Finesse's corporate clients as well as to human resources and financial media. She is considered an expert in the field of workplace financial wellness and behavioral finance and speaks regularly at national conferences on related issues. She also publishes a column on Forbes.com around employee financial issues.
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