Jamaal Wilkes Financial Advisors, LLC
Liza Wayne is the Vice-President and Co-founding Partner of Jamaal Wilkes Financial
Advisors.(JWFA). JWFA offers comprehensive investment planning and management
services to privately-held companies, affluent professionals, athletes/entertainers, non-
profits, and others. JWFA also provides leveraged and tax-efficient financial solutions
for retirement planning, estate planning, executive compensation, and other areas.
A proven and successful entrepreneur, Liza has spent over 20 years in strategic
business management, sales and marketing for small businesses. Prior to joining
JWFA, she was an Executive National Director for Optimum Group (now Ecospan), the
# 1 marketing organization in the country for one of the leading insurance companies
at that time. While with the Optimum Group, she earned her LUTCF designation,
conferred only upon financial professionals who meet the exacting qualification
standards from the National Association of Insurance and Financial Advisors.
At JWFA, Liza’s many responsibilities include strategic planning, operations
management and marketing. Liza also specializes in the complex field of college
financial planning. Liza Wayne has developed strategies and step-by-step processes
to help parents build a family college financial plan that suits their circumstances
without ruining their own retirement plans and to help parents avoid mistakes that may
cost them financial aid dollars.
Liza Wayne spends her free time traveling, going to concerts and Broadway shows, as
well as volunteering for Soka University of America Peace Gala, The Children’s
Diabetes Foundation, Race To Erase MS, Jamaal Wilkes Foundation, and other
various non-profit organizations. She is the mother of four children, Aja – a Class of
2003 graduate of San Diego State University, Jeffrey - a Class of 2009 graduate of the
Wharton School, University of Pennsylvania, Chloe - a Class of 2010 double degree
graduate of the Wharton School and the University of Pennsylvania, and Matthew - a
junior at the University of Pennsylvania.
The LUTCF designation, is jointly conferred by the National Association of Insurance and
Financial Advisors (NAIFA) and the American College. The American College is a non-profit
educational institution with the highest level of academic accreditation dedicated to leadership in
innovative training and development for financial services professionals.
CWPP - Certified Wealth Protection Planner is the only certification program that specifically and
extensively deals with the ever-important topic of asset protection, income tax planning and
"advanced" estate planning.
|Managing Wealth Intelligently
LIZA WAYNE, LUTCF