Liz Bauer in

Liz Bauer

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Financial Advisor at Eagle Strategies LLC
📍 Latham, New York, United States

Liz Bauer is a Financial Services Professional with The Di Bella Financial Group, an agent with New York Life, and a Financial Advisor at Eagle Strategies LLC. A graduate of Siena University, she specializes in college funding, retirement planning, and lifetime income strategies to help clients meet their financial needs.

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Experience
16 Years
Current Role
Financial Advisor
Job Level
Junior
Location
Latham, New York, United States
Personality Overview

How Liz shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Liz cares about

Retirement Planning
Offers solutions for retirement, including lifetime income strategies, and frequently shares information on IRAs, 401(k)s, and pension plans.
College Funding
Advises clients on financial strategies and products specifically designed for funding higher education.
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Career

Work history

11-2016
Financial Advisor
Eagle Strategies LLC
7-2013
Financial Services Representative
The Di Bella Financial Group, LLC.
4-2011
Registered Representative
NYLIFE Secutiries LLC.
3-2010
Agent
New York Life Insurance Company
In the press

Media appearances

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Education
2006 - 2010
B.S
Siena University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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