Liz Newcombe

Financial Planner

At Chartered Financial Services, Liz partners with her clients to help them live the lives they envision. She aims to produce high quality financial plans for her clients and offers a variety of insurance and investment services to provide financial confidence.

Liz began her financial career at Fidelity Investments in 2017, starting as a stock trader and customer service representative. She quickly advanced into an advisory role, where she discovered her passion for providing tailored guidance to clients. For several years, Liz supported high-net-worth clients with their managed account strategies, helping them make wise decisions around market volatility and macroeconomic trends. She later served as a Financial Consultant, focusing on holistic financial planning, risk management and tax efficiency. Seeking to be closer to family, Liz transitioned to NHTrust at the Savings Bank of Walpole, where she worked for several years as a financial advisor building lasting relationships with clients, colleagues and members of the community alike.

She is thrilled to be part of Chartered Financial Services, where she gets to collaborate with like-minded peers, provide excellent service, and treat her clients like family. She especially enjoys helping people retire with confidence, and empowering small business owners and women investors to make smart financial decisions.

Before entering finance, Liz was a real estate agent in Boston and still holds her NH real estate license, currently working as a Realtor with Better Homes and Gardens — The Masiello Group in Keene. She holds a BA in History from Christendom College and has completed her CFP® designation through the Boston Institute of Finance and Stockton University.

Liz enjoys a busy life with her boyfriend, Joe, a nurse, and their four children, filled with soccer games, dance performances, and other activities. She values spending time with family, camping, enjoying Granite Lake in the summer, skiing in the winter, and hiking year-round. She is also involved in her church community, and serves on the board of Monadnock Music, a local non-profit.