2026 SPEAKER LINEUP
The 2026 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.
Elizabeth Anderson
Liz is a Vice President with Whittier Trust Company, and her primary focus is developing new relationships. Liz focuses on family business transitions and is passionate about assisting business owners with succession planning and pre-liquidity...
ABOUT ELIZABETH
Liz is a Vice President with Whittier Trust Company, and her primary focus is developing new relationships. Liz focuses on family business transitions and is passionate about assisting business owners with succession planning and pre-liquidity personal planning. Based in the firm’s Pasadena office, Liz has a strong network of relationships throughout Santa Barbara and Los Angeles counties. Liz’s strengths are solving complex financial and family dynamics issues for clients who seek to optimize their quality of life and the lives of those important to them. Before joining Whittier Trust in 2014, Liz spent more than a decade directing marketing with a business law firm in Downtown Los Angeles, improving brand awareness and expanding the firm’s client base. She earned her Bachelor’s degree in English at the University of California, Berkeley, has a Certificate in Financial Planning from Pepperdine’s Graziadio School, and is a Certified Exit Planning Advisor. A native of Los Angeles, she is active in many organizations throughout Southern California, including Family Enterprise USA, Exit Planning Institute, ArtCenter 100, and Lotusland.
