Liza Soto is a Retirement Plan Specialist at 1834 Investment Advisors. In her role, she partners with advisors and clients to deliver thoughtful, solutions-oriented support for retirement plans, ensuring a seamless and high-quality service experience.
Liza brings more than 30 years of industry experience to her position, having built a strong professional foundation through her work with leading financial organizations, including OneAmerica and Capital Group/American Funds. She developed her expertise through decades of hands-on experience, cultivating a deep understanding of retirement plan servicing and a steadfast commitment to client care.
Liza is known for:
- Client-focused expertise – She combines deep industry knowledge with a thoughtful, solutions-driven approach to support both advisors and clients effectively.
- Commitment to quality – Liza consistently delivers high-quality work that strengthens team performance while ensuring reliable, exceptional service.
- Service-driven mindset – She is genuinely passionate about helping others, leaving clients and colleagues feeling confident, supported, and well-served.
Liza values volunteerism and seeks opportunities to serve and uplift underserved communities, reflecting her commitment to making a meaningful difference beyond her professional role. Outside of work, Liza is passionate about animal welfare. She actively supports stray dogs and cats in her community through feeding, rescue efforts, and winter care. She also enjoys reading, with a particular interest in dramatic nonfiction.