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Senior Account Executive
Voorhees Family Office Services, Inc.
Tax-Efficient Asset Management, Inc.
695 Town Center
Suite 700
Costa Mesa, CA 92626
Office: 949-878-9425
Facsimile: 866-447-7090
Email: LizAnne@vfos.com

LizAnne Allen

Area of expertise: Employee Benefits and Fiduciary Compliance

LizAnne Allen has extensive experience as a group plan financial adviser. She has providing plan design and training assistance to implement group benefit cases for many companies around southern California. She has co-developed educational platforms by conducting seminars and leading private briefings for employees. In these roles, LizAnne draws on her experience as a group and individual annuity agent and qualified plan specialist. Throughout much of her career, LizAnne has specialized in complex 403b ERISA cases.

In addition to providing financial consulting services, LizAnne teaches professional sales and management training classes. She is an experienced public speaker. LizAnne has been certified by several internationally renowned training companies such as Dale Carnegie and Leadership Management, Inc.

LizAnne is on the faculty of the Southern California Center for Non-profit Management. She regularly teaches there and volunteers her time to help non-profit organizations in the areas of organizational development, time management, board development, strategic restructuring and other topics. She has developed deep insight into the needs of both the profit and non-profit sectors.

LizAnne’s training and educational experience equips her to serve fiduciaries in a variety of ways. She works with her associates at Voorhees Family Office Services to educate employees and employers on risk, values, and financial planning topics related to managing employee benefit plans.
U.S. Treasury Circular 230 requires that this firm advise you that any tax advice provided was not intended or written to be used, and cannot be used by you, for the purpose of avoiding penalties that the IRS could impose upon you.