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Lizzie's Corner
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Forbes
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Lizzie's Corner

Lizzie's Corner is where our founder will share her insights, company newsletters, and other important highlights about the business.

Elizabeth “Lizzie” Dipp Metzger Ranked #41 on Forbes Top Women Wealth Advisors Best-in-State List

Elizabeth “Lizzie” Dipp Metzger Ranked #41 on Forbes Top Women Wealth Advisors Best-in-State List

Lizzie Dipp Metzger Achieves National Top 100 Recognition in Forbes List of Financial Security Professionals

How to Planning for a 30-Plus-Year Retirement

Lizzie Dipp Metzger Achieves National Top 100 Recognition in Forbes List of Financial Security Professionals

Lizzie Dipp Metzger Achieves National Top 100 Recognition in Forbes List of Financial Security Professionals^®

Lizzie Dipp Metzger Earns Advanced Wealth Management Designation Certified Private Wealth Advisor

Lizzie Earns Designation Certified Private Wealth Advisor^®

Image of Lizzie Chair of the Advisory Board of Directors

Lizzie Chair of the Advisory Board of Directors

Image of Lizzie Dipp Metzger

Understanding Life Insurance: How To Avoid Costly Mistakes

From office helper to wealth firm president — With Elizabeth Dipp Metzger

The GPS™ of Business

Finding The Right Financial Advisor: The Critical Question You Need To Ask

Crown Wealth Celebrates 10 Years!

Crown Wealth Celebrates 10 Years!

2023 Annual Letter

2023 Annual Letter

The GPS™ of Business

Nautilus Newsflash: Tax Legislation

Nautilus Newsflash: Tax Legislation

Is it time to keep on & carry on or time to freak out & run?

Is it time to keep on & carry on or time to freak out & run?

The Planning Issues We Faced in the Pandemic

3 Tips to Get Your Career on the Right Track

Surviving Disruption In The Future Of Financial Advisors

Helping Clients Achieve Financial Success

Using the Power of You: One Latina Leader's Strategy for Success

2018 Annual Letter

2018 Annual Letter

As Featured In

Javier Zubiate Earns Fifth Consecutive New York Life Executive Council Honor

Javier Zubiate Earns Fifth Consecutive New York Life Executive Council Honor

Crown Wealth Strategies Welcomes Patrick Williams as Financial Professional

Crown Wealth Strategies Welcomes Patrick Williams as Financial Professional

Crown Wealth Strategies Welcomes Jacqueleen Lopez and Kristina Lopez to the Team

Crown Wealth Strategies Welcomes Jacqueleen Lopez and Kristina Lopez to the Team

Brian T. Metzger Earns Chartered Life Underwriter<sup>®</sup> (CLU<sup>®</sup>) Designation from The American College of Financial Services

Brian T. Metzger Earns Chartered Life Underwriter^® (CLU^®) Designation from The American College of Financial Services

Javier Zubiate Earns CFP<sup>®</sup> Designation

Javier Zubiate Earns CFP^® Designation

Crown Wealth Strategies Expands Group Practice to Elevate Retirement and Employee Benefits for Top Clients

Crown Wealth Strategies Expands Group Practice to Elevate Retirement and Employee Benefits for Top Clients

Crown Wealth Strategies Welcomes Kristin Hermosillo as a Financial Professional, Expanding Client Services in Tucson, AZ

Crown Wealth Strategies Welcomes Kristin Hermosillo as a Financial Professional, Expanding Client Services in Tucson, AZ

Crown Wealth Strategies Congratulates Pablo A. Magdaleno on Achieving FSCP® Designation

Crown Wealth Strategies Congratulates Pablo A. Magdaleno on Achieving FSCP® Designation

CROWN WEALTH STRATEGIES WELCOMES PABLO MAGDALENO AS PRESIDENT OF OPERATIONS AND CLIENT EXPERIENCE

JAVIER ZUBIATE NAMED TO NEW YORK LIFE’S EXECUTIVE COUNCIL

CROWN WEALTH STRATEGIES WELCOMES PABLO MAGDALENO AS PRESIDENT OF OPERATIONS AND CLIENT EXPERIENCE

CROWN WEALTH STRATEGIES WELCOMES PABLO MAGDALENO AS PRESIDENT OF OPERATIONS AND CLIENT EXPERIENCE

BRIAN METZGER NAMED MEMBER OF MILLION DOLLAR ROUND TABLE FOR 4TH CONSECUTIVE YEAR

BRIAN METZGER NAMED MEMBER OF MILLION DOLLAR ROUND TABLE FOR 4TH CONSECUTIVE YEAR

BRIAN METZGER NAMED TO NEW YORK LIFE’S EXECUTIVE COUNCIL

BRIAN METZGER NAMED TO NEW YORK LIFE’S EXECUTIVE COUNCIL

PRESIDENT OF CROWN WEALTH STRATEGIES NAMED TO ETHICS COMMITTEE OF CFP ADVISORY BOARD

PRESIDENT OF CROWN WEALTH STRATEGIES NAMED TO ETHICS COMMITTEE OF CFP ADVISORY BOARD

Lizzie Dipp Metzger Qualifies for MDRT Top of the Table for the 7th Year

Lizzie Dipp Metzger Qualifies for MDRT Top of the Table for the 7th Year

CWS Financial Professionals All Named to New York Life's Council for the 2nd Year

CWS Financial Professionals All Named to New York Life's Council for the 2nd Year

Lizzie Dipp Metzger Named to ABD at New York Life

Lizzie Dipp Metzger Named to ABD at New York Life

Javier Zubiate named to NYL's Executive Council

Javier Zubiate named to NYL's Executive Council

Competence Drives Confidence and Success

Competence Drives Confidence and Success

Lizzie Metzger on Holiday Shopping Trends

Lizzie Metzger on Holiday Shopping Trends

Crown Wealth Strategies on New Year Finances

Crown Wealth Strategies on New Year Finances

Crown Wealth Founder, Lizzie Metzger on Where the Market is Going

Crown Wealth Founder, Lizzie Metzger on Where the Market is Going

Crown Wealth Founder, Lizzie Metzger on Current Market Trends

Crown Wealth Founder, Lizzie Metzger on Current Market Trends

El Paso Woman Named the Number One Financial Adviser at New York Life

El Paso Woman Named the Number One Financial Adviser at New York Life

Advisor Helps Client Boost His Legacy By Nearly $18 Million

Advisor Helps Client Boost His Legacy By Nearly $18 Million

Brian Metzger Qualifies for MDRT for the 3rd Time

Brian Metzger Qualifies for MDRT for the 3rd Time

Lizzie Named in Top 50 at New York Life for 9th Year

Lizzie Named in Top 50 at New York Life for 9th Year

Advisor Helps Client Boost His Legacy By Nearly $18 Million

Advisor Helps Client Boost His Legacy By Nearly $18 Million

Crown Wealth Celebrates Grand Opening

Crown Wealth Celebrates Grand Opening

Crown Wealth Strategies Creates New Practice For Middle Market

Crown Wealth Strategies Creates New Practice For Middle Market

Crown Wealth Strategies Launches Employee Benefits & Protection Practice in Dowtown El Paso

Crown Wealth Strategies Launches Employee Benefits & Protection Practice in Dowtown El Paso

Local agent joins board of directors

Local agent joins board of directors

New York Life Chief Operating Officer Visits El Paso

New York Life Chief Operating Officer Visits El Paso

Insuring the Latino Legacy

Insuring the Latino Legacy

New York Life Names Crown Wealth Founder, Lizzie Metzger 2017 Council President

New York Life Names Crown Wealth Founder, Lizzie Metzger 2017 Council President

Brian T. Metzger Received 2017 Partner of the Year Award for the 5th Consecutive Year

Brian T. Metzger Received 2017 Partner of the Year Award for the 5th Consecutive Year

The City Magazine El Paso Best of: Crown Wealth Strategies

The City Magazine El Paso Best of: Crown Wealth Strategies

Community Impact

Crown Wealth Strategies Presidents Lizzie and Brian Metzger Sponsor Treatment Room at The Children's Hospital

Crown Wealth Strategies Presidents Lizzie and Brian Metzger Sponsor Treatment Room at The Children's Hospital

Photo CWS team at the Children's Grief Center of El Paso’s Red Carpet for Hope Gala

Crown Wealth Strategies Supports Children's Grief Center of El Paso’s Red Carpet for Hope Gala

CWS Supports Make a Wish for the 6th Year

CWS Supports Make a Wish for the 6th Year

CWS Donates $20,000 in Response to Kerrville Tragedy

CWS Donates $20,000 in Response to Kerrville Tragedy

Forbes

Image of Lizzie Dipp Metzger

Understanding Life Insurance: How To Avoid Costly Mistakes

Lizzie Dipp Metzger named to 2024 Forbes Top 100 Financial Security Professional List

Lizzie Dipp Metzger named to 2024 Forbes Top 100 Financial Security Professional List

Lizzie Dipp Metzger Named to 2022 Forbes Top 100 Financial Security Professionals List

Lizzie Dipp Metzger Named to 2022 Forbes Top 100 Financial Security Professionals List

New York Life Professional Charts Course In Second Career In Finance

New York Life Professional Charts Course In Second Career In Finance

Competence Drives Confidence And Success

Competence Drives Confidence And Success

Lizzie Dipp Metzger Forbes Profile

Top Financial Security Professionals

Top Financial Security Professionals

Nautilus Videos

Elizabeth "Lizzie" Dipp Metzger (CA Insurance License #0M77202), Brian Metzger (CA Insurance License #0G71328), Bertha "Berthy" Nora Aguirre-Corral, and Javier Zubiate (CA Insurance License #4106669) are agents of New York Life Insurance Company, and are licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies collectively in the state(s) of AL, AZ, CA, CO, FL, GA, IA, ID, IL, KS, MA, MI, MN, MT, NM, NV, NY, OK, OR, PA, SC, TX, UT, WA, WI. No insurance business may be conducted outside these state(s) referenced.

Elizabeth Dipp Metzger, Brian Metzger, Bertha "Berthy" Nora Aguirre-Corral, and Javier Zubiate are Registered Representatives of and offer securities products & services through NYLIFE Securities LLC, 201 E. Main Suite 600, El Paso, TX 79901, 915-534-3200, Members FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the state(s) of AL, AZ, CA, CO, FL, GA, IA, ID, IL, KS, MA, MI, MN, MT, NJ, NM, NV, NY, OK, OR, PA, SC, TX, UT, VA, WA, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Elizabeth Dipp Metzger, Brian Metzger, and Javier Zubiate are also separately registered as investment adviser representatives with Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the state(s) of AL, AZ, CA, CO, FL, GA, IA, ID, IL, KS, MA, MI, MN, MT, NJ, NM, NV, NY, OK, OR, PA, TX, UT, VA, WA. As such, these services are strictly intended for individuals residing in the specific state(s) referenced.

Crown Wealth Strategies is not owned or operated by NYLIFE Securities LLC or its affiliates, and does not provide tax, legal or accounting advice.

Lizzie Dipp Metzger is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

*Based on revenue as reported by "Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual)," Fortune magazine, 1/26/21.
**Individual independent rating agency commentary as of 1/26/21.
***New York Life Investments is a service mark used by New York Life Investment Management Holdings LLC and its subsidiary, New York Life Investment Management LLC.

^For additional details about the recognition, click here. Please note, the independent research firm considered in its ranking a variety of financial products and services which not all ranked Financial Security Professionals (FSPs) may be licensed to offer. Only those products and services FSPs are licensed to offer were considered in determining any individual FSP's rank.