Liz Pace is a trailblazer at the intersection of traditional finance and digital asset innovation. With over two decades of experience spanning institutional wealth management, private banking, and fintech, Liz launched Crestwyn Consulting Group to meet a growing demand for compliant, strategic crypto advisory tailored to high-net-worth individuals, family offices, and independent advisors.
Prior to founding Crestwyn, Liz held senior roles at global banks and boutique advisory firms, where she built deep expertise in portfolio construction, regulatory navigation, and client-first planning. She holds a Series 7 and 66 licenses and leads with a fiduciary standard in everything Crestwyn offers.
Her vision? To create a secure, modern platform where wealth is preserved, positioned, and protected across both traditional and digital economies.
Signifies mastery in cryptocurrency markets and blockchain technology. It demonstrates that Liz has completed specialized training and proven knowledge in crypto fundamentals, trading, security, and regulations
A premier credential for professionals in life insurance and estate planning. Earning the CLU® reflects expertise in risk management, beneficiary considerations, tax implications, and comprehensive wealth preservation strategies
Indicates advanced knowledge in financial planning, including investments, insurance, tax planning, retirement, and estate design. A ChFC® is similar to a CFP® but often incorporates more niche and nuanced curriculum
Represents specialized training focused on long-term care insurance, benefits management, Medicaid, VA benefits, and planning for aging individuals. It emphasizes planning for chronic care risks
Awarded by Harvard University, this executive program emphasizes innovation in financial services. Liz gained expertise in blockchain, AI, digital banking, and decentralized finance—bridging traditional wealth practices with next-generation fintech infrastructure.
Whether you’re building, preserving, or advising wealth — we’re here to support your goals.
