Our team is here to meet each client’s individual goals and dreams and managing and protecting your wealth is only a small piece of our mission. Crown Wealth Strategies focuses our efforts on helping you achieve a comprehensive solution to your personal and business financial goals. We work closely with you to create and put into action a total financial strategy to achieve your goals. This holistic approach provides you with peace of mind as well as financial security throughout your lifetime and beyond to future generations of your family.
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Lizzie’s firsthand experience on how disruptive business succession and estate planning can be, she saw the need for financial advisors to act as quarterbacks, truly overseeing the big picture of a client’s needs, not just the parts that they’re directly involved in. She founded Crown Wealth Strategies to be that kind of firm, and she credits her comprehensive, client-centric approach with the fact that her business has grown into one of the most sought-after advisory practices in the nation.
Education
Bachelor of Arts, International Relations, Pomona College
Masters of Science, Financial Services, The American College
Optional orientation session to guide you on having complete access to your financial tools.
Accountability
Annual reviews of your accounts, finances, and financial statements based on your personal preference and needs.
Review financial plan versus actual performance and Update as necessary.
Value
Continual review and application of asset-allocation, risk management, tax efficiency based on your goals and changing needs.
Bimonthly updates on timely topics, relevant to you and your family.
Client appreciation events.
Education
Educational financial planning series.
Webinars and educational videos.
Brian Metzger Named Member of Million Dollar Round Table for 4th Consecutive Year
Published April 04, 2023
Brian Metzger, an agent for New York Life in El Paso, Texas, has earned membership in the Million Dollar Round Table (MDRT) for 2023. Achieving membership in MDRT is a distinguishing life insurance career milestone, attained only by those who have demonstrated superior professional knowledge, experience, sales excellence and client service. MDRT membership represents the top life insurance and financial service professionals worldwide.
President of Crown Wealth Strategies Named to Ethics Committee
Published December 21, 2022
Elizabeth “Lizzie” Dipp Metzger, CFP®, AEP®, MSFS has been elected to serve on the Ethics Committee of the CFP Advisory Board. As a member of the Hearing Panel, she and her fellow volunteers will review and assess ethical allegations against their peers to help maintain the standards and reputation of CERTIFIED FINANCIAL PROFESSIONAL™ designees.
Lizzie Dipp Metzger Named to 2022 Forbes Top 100 Financial Security Professionals List
Published August 23, 2022
Elizabeth “Lizzie” Dipp Metzger, MSFS, CFP®, AEP®, from the El Paso General Office of New York Life Insurance Company has been listed on the 2022 Forbes Top Financial Security Professionals list for the second year in a row. Lizzie was ranked #6 overall and the top female adviser in the nation.
CWS Financial Professionals All Named to New York Life's Council for the 2nd Year
Published August 23, 2022
This year, all six financial professionals at Crown Wealth Strategies achieved status as members of New York Life’s 2022 Council. New York Life’s Council recognizes outstanding sales achievements for the company’s sales force of more than 14,000 licensed agents and is an annual company recognition program based on agent production from July 1- June 30.
Elizabeth “Lizzie” Dipp Metzger, CFP®, AEP®, MSFS was named a member of the 2022 New York Life Insurance Company Advisory Board of Directors. The Advisory Board of Directors (ABD) is made up of the current Council President and former Council Presidents who currently qualify for New York Life’s prestigious Chairman’s Council.
This summer, Crown Wealth Strategies donated $12,000 to the Make-A-Wish Foundation, a nonprofit organization that raises funds to help critically ill children fulfill their dreams. This is the sixth year the financial advising firm in El Paso, Texas, has supported the foundation, furthering their mission...
Lizzie Dipp Metzger Qualifies for MDRT Top of the Table for the 7th Year
Published June 20, 2022
Outstanding client service, ethics and professionalism have elevated Elizabeth Dipp Metzger of New York Life’s El Paso General Office to qualify for the exclusive “Top of the Table” of the Million Dollar Round Table — The Premier Association of Financial Professionals®...
Crown Wealth Strategies is thrilled to welcome Financial Adviser Kristoffer C. Preble, as it grows its unique planning practice to new cities. Kris recently joined Crown Wealth Strategies from his office in Portland, Oregon, enhancing the resources of the wealth strategies and solutions firm and allowing it to provide personal service to more clients in the northwest.
Lizzie named Forbes Top 250 Financial Security Professionals
Published October 19, 2021
So honored to make the 2021 Forbes Top Financial Security Professionals list. This list includes financial professionals who protect their client’s assets through life insurance. I entered this industry to help my clients protect what matters most. So, to be recognized as one of only 250 professionals by Forbes validates all the work that I do for my clients. For additional details about the recognition, click here. Please note, the independent research firm considered in its ranking a variety of financial products and services which not all ranked Financial Security Professionals (FSPs) may be licensed to offer. Only those products and services FSPs are licensed to offer were considered in determining any individual FSP's rank. Click here for the full methodology.
