Beth serves as a Wealth Manager working directly with clients to create and maintain a customized financial plan. Beth and her team practice in the areas of retirement planning, investment management, tax planning, estate planning, business succession planning, risk management and charitable giving strategies. Through Creative Planning, Beth helps investors bring clarity to the numerous investment options currently available to them. She excels in balancing big-picture tasks while helping clients understand the importance of aligning their goals with proper asset allocation and portfolio management.
Beth has over 25 years of experience in the financial services industry. Prior to joining Creative Planning, Beth was a Regional Vice President for one of the nation’s largest investment advisory firms. Throughout her career, Beth has worked directly with high net worth individuals and families to develop a holistic understanding of their circumstances to help them achieve their goals.
Beth is an ACCREDITED WEALTH MANAGEMENT ADVISOR℠ professional as designated by the College for Financial Planning.
Beth and her husband, Bruce, live in Covington, LA. With their three grown children out on their own, Beth and Bruce spend their time focusing on their careers, community and fitness. When she’s not working or serving her community, you might find Beth around Covington or New Orleans jogging, dining out or sharing a laugh with family and friends.
Articles by Beth Falkenstein
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