Meet The Team

  Elizabeth graduated from the Darla Moore School of Business at the University of South Carolina in 2003, earning a Bachelor of Science degree in Finance and Marketing. Before the ink was even dry on her diploma, Elizabeth moved from her hometown of Lexington, SC to the historic and beautiful city of Charleston, SC, where she began her financial career with the Bank of South Carolina. In 2004, Elizabeth joined an established fee-only financial planning firm in Mount Pleasant, SC, first as the Investment Operations Manager, and later as a Financial Planner.

 

  Soon after completing Boston University's CERTIFIED FINANCIAL PLANNER™ Certification Education program in 2008, Elizabeth passed the CFP® Board of Standard's Certification Examination, and became a CERTIFIED FINANCIAL PLANNER™ Professional.The CFP® designation is widely recognized as the gold standard of excellence for personal financial planning. For more information, please see the Certified Financial Planner Board of Standards, Inc. website at www.cfp.net. 

 

  In September of 2015, Elizabeth obtained the Chartered Retirement Planning Counselor (CRPC®) designation from the College for Financial Planning®.

 

 

 

 
 
 
 
After more than a decade in the financial planning industry, Elizabeth founded Gordon Financial, LLC in 2015 with the goal of providing highly personalized and client-focused financial planning and investment management services to the Charleston community and beyond. She believes the key to achieving this goal is by keeping the overall number of clients small, so that every client receives the highest level of one-on-one attention from their trusted advisor.

 

 

Elizabeth Ivy, CFP®, CRPC®
Founder of Gordon Financial, LLC
Mario Nardone, CFA
Chief Investment Strategist
 
 
 
President & Founder, East Bay Investment Solutions
Mario began his investment career in 1999 with Vanguard mutual funds in Valley Forge, PA, where he consulted institutions and financial advisors on investment policy, portfolio construction, and Exchange-Traded Funds (ETFs). He also held roles as a research analyst, a municipal bond fund specialist, and others during his tenure.
  In 2003, Mario earned the Chartered Financial Analyst designation, widely regarded as the highest standard in the investment profession, and he continues to mentor aspiring Charter candidates and young investment professionals. Mario relocated to Charleston in 2010 to serve as Chief Investment Officer for a respected financial planning firm before establishing East Bay, the collaborative partner firm of Gordon Financial, LLC. Mario is past President of CFA Society South Carolina, and former Chairman of the College of Charleston Finance Department Advisory Board.
 
  His approach to investments and the industry has been featured in Investment News, NAPFA Advisor Magazine, South Carolina Public Radio, and other publications and media outlets.  Mario is active in recreational sports and the Charleston community, is an avid traveler and SCUBA diver, and enjoys spending time with his wife Piper, their daughter Pepper, dog Cady, and Agnes the cat.
Learn more and connect with Mario on LinkedIn.

 

 

 

 
Contact Us

Gordon Financial, LLC


Tel:         843-936-3941


Email:     eivy@gordonfinancialplanners.com

 

Location​Mount Pleasant, SC

 

Office Hours: By Appointment Only

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