Liza EsselSagoe

Liza EsselSagoe, IACCP®

Compliance Associate
LEsselSagoe@BandJAdvisors.com

Liza is a member of our Client Services team, and assists clients with administrative support related to their portfolio, custodian statements, and other client service issues. She works closely with the Financial Advisors and other professionals to provide a direct communication conduit for clients to understand the work that the Company does on their behalf.

Liza holds the Investment Adviser Certified Compliance Professional®(IACCP®) designation, demonstrating a compliance education based on a solid understanding of regulations and rules that all investment advisers must comply with under the Investment Advisers Act of 1940, including the latest rule changes under the Dodd-Frank Act. Prior to joining Brouwer & Janachowski, Liza was a business reporter, researching and writing about a variety of financial markets. Liza graduated from California Polytechnic State University at San Luis Obispo with a bachelor’s degree in Journalism.