Elizabeth Husserl

Activist
DISC Type : Cd

Founding Member at PEAK360 Wealth Management, LLC.

San Francisco Bay Area, United States

Overview

Elizabeth Husserl is a Founding Member and Wealth Advisor at PEAK360 Wealth Management. She uniquely combines her financial expertise, holding Series 6, 63, and 65 licenses, with a Masters degree in East-West Psychology from the California Institute of Integral Studies to guide her clients toward holistic financial well-being.

As the author of "The Power of Enough, " Elizabeth is a sought-after speaker who leads workshops on redefining wealth and finding joy in ones relationship with money. She lives in the San Francisco Bay Area with her husband and daughter, and dedicates her work to helping people connect their finances to their personal values.

She has taught as an adjunct professor of East-West Psychology, bridging her two fields of expertise in an academic setting.

Personality Overview

Meticulous

Observative

Value Conscious

They focus on objectivity in a pitch and pay little attention to bells and whistles.  They don’t always try to control the conversation but neither do they like yielding it fully. They respond well to confident salespeople.

Topics They Care About

Embodied Wealth
This is her core philosophy, which bridges personal self-awareness and introspective journeys with practical financial strategies to foster lasting well-being.
Mindful Finance
Her book, "The Power of Enough, " and various podcast appearances focus on unpacking one's personal relationship with money to move from scarcity to sufficiency.
East-West Psychology
She holds an MA in this field and has served as an adjunct professor, integrating its principles into her financial planning work to address the whole person.

Media Appearances

Elizabeth has no verified media appearances

Work History

6-2019
Founding Member at PEAK360 Wealth Management, LLC.
9-2007
Founder at www.elizabethhusserl.com
6-2001 - 6-2003
Director of Community Economics at EDUCA
6-2019
Evolve Wealth Planning at David White & Associates
Adjunct Professor, East-West Psychology at California Institute of Integral Studies

Education

9-1996 - 5-2000
Bachelor of Arts - BA from Tulane University
2004 - 2006
MA East West Psychology from California Institute of Integral Studies

More Information

Social Presence :

Prographics :

Exp : 20 Location : San Francisco Bay Area, United States Job Level : Leadership Designation : Founding Member at PEAK360 Wealth Management, LLC.
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Insights For Selling To Elizabeth

During A Call Or A Meeting

DO's

  • Make sure that you you respond to any queries from them quickly
  • Be crisp while making the pitch
  • Stress on the business value that your product offers

DONT's

  • Refrain from asking too many questions
  • Don’t expect them to change their mind quickly if they say no once
  • Don't try too hard to get friendly, let it happen with time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Elizabeth is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Elizabeth

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will Elizabeth move?

  • Their decision making speed is somewhere in the middle.
  • Can Elizabeth take some risk or not?

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Elizabeth

Personality Compatibility


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