Wealth Management
Wealth Management

Go beyond basic advice with a holistic and proactive approach to managing your entire financial plan to achieve life's goals.
Integrated Services
Achieve your goals and preserve your wealth.

Create a tailored plan with a wealth manager today.

Work With Plancorp
Business Solutions
Business Solutions
Business Solutions
- Corporate Retirement Plans
  A dedicated team to manage you company's 401(k) or Cash Balance plan. Full service with minimal fees.
- Business Succession Planning
  Create a succession plan that achieves your personal financial goals as well as sets your business up for long-term success.
- Institutional Asset Management
  Financial planning and investment management for nonprofits, endowments, and organizations.
The fiduciary excellence and trusted experience of Plancorp Wealth Management for individuals is also available to businesses and institutions.
Equity Compensation
Equity Compensation

Supercharge your most powerful employee benefit.
Make the Most of Your Equity

Thoughtfully managing key decisions can make a big difference in how much you ultimately gain.

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Investing
Investing

Discover investment strategy insights from Plancorp's fiduciary experts.
Investing Strategy Build For Your Goals & Risk Tolerance

We harness the power of the market to help you reach your goals.

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About
About
About Us
- About Us
  Learn more about Plancorp's history and how we can serve you.
- The Plancorp Team
  Find your next financial advocate.
- Our Process
  Move beyond basic financial advice with a plan crafted to align your wealth with your goals.
- Locations
  Local presence with nationwide reach
  Locations
  
  We serve clients nationwide in 44 states both in-person and virtually. Here are the local communities our advisors call home.
  
  Locations
  
  St. Louis
  
  Fresno
  
  Nashville
  
  Sarasota
  
  Bay Area
- Fee & Value Calculator
  Use our calculator to see the potential value of professional planning and get an idea of your annual advisory cost.
- Careers
  Find a career with Plancorp.
- InspireHer
  Helping empower women through education and impactful support.
- Community Involvement
  Giving back to the communities we serve and live in.
Don't just take our word for it.

Learn about the experience we strive to deliver every day with these reviews from real Plancorp clients.

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Resources
Resources
Resources
- Resource Center
  Find guidance on wealth management, estate planning, succession planning, and more with our free resources.
- Blog
  Topical articles on today's financial trends and Plancorp's take on them.
- Frequently Asked Questions
  Find answers to common questions about how we operate.
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Client Login
Client Login

Lizeth Santiago portrait

Fresno, CA

Lizeth Santiago

Local Marketing Specialist

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About Me

Liz joined Plancorp in March 2023. As Plancorp's local marketing specialist in Fresno, she drives marketing and communication efforts, maintaining client engagement through email updates and strategic branding. Furthermore, she actively manages Plancorp's social media profile and coordinates the promotion of local company events. Liz has also obtained a Google Digital Marketing & E-commerce Certificate and is currently working toward achieving a Certified Associate in Project Management (CAPM®) certification. When Liz is not at work, she enjoys working out and spending time with her family and her dog, Canela.

Education

University of California, Davis, Bachelor’s Degree, Communication

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