Primerica Advisors
42yrs
Top advisor by experience in Oakdale
15yrs
Elizabeth Wright
Financial advisor at Arete Wealth Advisors
Elizabeth Wright has worked in the financial industry for 15 years and is a fiduciary financial advisor based in Oakdale, California. Elizabeth has been with Arete Wealth Advisors since 2024; before that, Elizabeth spent a year at Vance Capital Management and seven years at Moloney Securities Asset Management. Elizabeth holds the CFP® designation.
One of 16 advisors with offices in Oakdale, and one of 15 fiduciaries.
At a glance
Experience15 years (since 2012)
How that compares ?More experience than 63% of advisors in Oakdale
OfficeOakdale, CA
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee, Other
Typical client at the firm ?$484,172
Advisors at the firm145
States licensed ?1 state
Services through Arete Wealth Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowArete Wealth Advisors, LLCCurrent firm
- Jan 2018 – Dec 2018Vance Capital Management, LLCPreviously
- 2017 – 2024Moloney Securities Asset Management LLCPreviously
- 2012 – 2017Vance Capital Management, LLCPreviously
Contact Elizabeth
Oakdale, CAOffice · Get directions Firm main line(312) 940-3684Headquarters: Arete Wealth Advisors · Chicago, ILIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Elizabeth
Tailored to Elizabeth’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Elizabeth
How do I contact Elizabeth?
Call Arete Wealth Advisors at (312) 940-3684 and ask for Elizabeth Wright. Elizabeth works from the Oakdale, CA office.
How long has Elizabeth been a financial advisor?
Elizabeth has been in the industry since 2012, about 15 years. More experience than 63% of advisors in Oakdale.
What licenses does Elizabeth hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Elizabeth a fiduciary?
Elizabeth is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Elizabeth paid?
Arete Wealth Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains, other fees. Ask Elizabeth for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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