Beth offers advisors and their clients a wealth of financial experience gained from a career that spans nearly 30 years. It includes roles as a financial advisor, CPA practitioner/business owner and wealth consultant.
Her expertise includes financial and retirement planning, trust and charitable planning, personal income and estate tax planning, and tax mitigation strategies. She continues to expand her knowledge base and advanced education in business owner exit planning.
Beth attended Florida Atlantic University, where she majored in accounting and earned her bachelor’s degree in business administration. She also is a designated CPA and a Certified Financial Planner™ professional. Beth holds Series 6, 7, 26, 63 and 65 securities licenses, as well as Florida life and variable annuity licenses.
Beth is a Certified Private Wealth Advisor® professional. She is a member of the Financial Planning Association (FPA), Investment & Wealth Institute® (formerly known as IMCA), the American Institute of CPAs (AICPA) and the Florida Institute of CPAs (FICPA).
Beth and her husband, Alfonso, have six children and 17 grandchildren. She’s actively involved in her church and participates in, as well as supports, the Good News Club, a faith-based, after-school program.
When Beth is not working, she loves to read and spend time with family, and enjoys many outdoor activities – walking, bike riding, kayaking and especially trips to the beach!
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA®,” and “Certified Private Wealth Advisor®.” Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.
Raymond James does not provide tax or accounting services.
Raymond James is not affiliated with any of the companies mentioned.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
Raymond James is not affiliated with the above organizations and/or charitable causes.