As a CERTIFIED FINANCIAL PLANNER™ with 35 years of experience in the industry, Beth works closely with investors to help them achieve their goals, including individuals, families, institutional firms, entrepreneurs, businesspeople and retirees.
Beth is also passionate about giving back to our community. She is on the United Way of Berks County Investment Committee and the Estate Planning Council of Berks County. She has also been a coach and mentor of young women for more than 30 years at Berks Catholic, and has been recognized by the Greater Reading Chamber Alliance for Entrepreneurial Excellence for three years in a row.
Whether you’re investing to build wealth, to protect your family, or to preserve your assets, Beth is committed to offering the highest level of personal service and objective investment advice.
1122 Penn Avenue, Wyomissing
610.376.6334 | financialpa.com
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Financial Planning Advisors or Van Reed Wealth Management, registered investment advisors and separate entities from LPL Financial.
