Elizabeth "Betsy" Eiroa, CLTC, RICP

Principal & Financial Advisor

Most people don't have a financial strategy—they have a collection of accounts, policies, and good intentions.

That's where I come in.

I partner with individuals, families, and business owners to bring clarity and coordination to their financial lives. Through comprehensive financial planning, investment management, retirement planning, and insurance strategies, I help clients make confident decisions that align with their goals, values, and vision for the future.

This isn't just my profession—it's part of my story. I grew up watching my father spend more than 40 years helping families protect what mattered most. After working behind the scenes for five years, I began serving clients directly, carrying forward the same commitment to relationships, integrity, and long-term planning.

In 2010, I joined New York Life Insurance Company, where I built a strong foundation in risk management and financial protection. In 2014, I founded Assad Financial Group, LLC, to expand the insurance solutions available to my clients through multiple highly rated carriers while continuing to provide personalized financial guidance.

As my practice evolved, so did my vision. Today, through Lionshare Wealth Strategies, LLC, I provide holistic financial planning and investment advisory services designed to help clients protect what they've built, grow their wealth with purpose, and create lasting financial confidence. Together, Lionshare Wealth Strategies and Assad Financial Group allow me to provide comprehensive financial advice alongside independent life insurance brokerage solutions—all with the same commitment to personalized guidance and long-term relationships.

I believe financial planning isn't about buying products—it's about building a thoughtful strategy that helps you make informed decisions with confidence through every stage of life.

Whether you're preparing for retirement, building wealth, navigating life's transitions, or planning your legacy, my goal is to simplify the complex and serve as a trusted partner every step of the way.

If you're ready to take control of your financial future, I'd be honored to help you get started.