Today’s guest is Elizabeth Husserl, a financial advisor, registered investment advisor representative, and the co-founder of Peak360 Wealth Management, a boutique wealth planning firm based here in the Bay Area.

Elizabeth has this rare and fascinating blend of expertise: she holds a degree in economics from Tulane and a master’s in East-West psychology from the California Institute of Integral Studies, where she’s also served as an adjunct professor. Her work weaves together money, meaning, entrepreneurship, and mental well-being — a thread I found both timely and deeply resonant.

Before launching Peak360, Elizabeth worked across the Americas in nonprofit settings, and today she’s also a sought-after speaker, having led workshops at places like Airbnb, Unity, and Google.

She lives in the Bay Area with her husband and daughter, and I can’t wait for you to hear the way she approaches personal finance through the lens of both human psychology and long-term vision.

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