Liz Tarnof

Advisor Services Associate

A helper at heart, Liz Tarnof goes above and beyond to assist clients with their operational and procedural questions. She is happy to sit down and explain how things work whether training, walking through a custodial form or explaining technology.

As key operational support for TruClarity’s advisory teams, Liz specializes in processes, procedures and industry-specific programs. She is well-versed in the paperwork and service procedures of the main custodians; adept in programs such as Orion, Redtail, Schwab Advisor Center and Wealthscape; and skilled in advisor training on custodial platforms as well as Orion and Redtail. She also serves as a Notary Public of Oregon.

Liz is a 10+-year veteran of the financial industry and served as an operations associate at tru Independence. She also was a relationship manager at Delap Wealth Advisory, helping develop the RIA business from the ground up, and a transitions manager at FocusPoint Solutions. She received a BA in communications from California State University San Marcos.

A California native, Liz now lives in Oregon along with her daughter. They love exploring the Beaver State, going to Disneyland in California and traveling. Liz volunteers at the Portland Japanese Garden and the Cystic Fibrosis Foundation.