Alberto Liz

Alberto Liz is a skilled finance professional and Senior Advisor at The Mosaic Financial Group in Chicago, bringing nearly a decade of expertise to his work. He sharpened his craft at Goldman Sachs, focusing on portfolio management, wealth planning, and strategic investments. His career took root as a Summer Analyst at J.P. Morgan, where he gained a strong grasp of global market dynamics.

A Baylor University graduate with a Bachelor of Business Administration in Accounting and Finance, Alberto is known for his client-first mindset. He designs personalized strategies that guide individuals, families, and organizations toward their long-term financial goals.

Based in Arlington Heights, Alberto lives with his wife, Julia, their daughter, Helen, and their spirited German Shorthaired Pointer, Moose.