Beth Venit, CFP®
Wealth Manager
Beth serves as a Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With more than two decades of experience in the financial services industry, Beth offers her clients a truly comprehensive planning experience. Prior to joining Creative Planning, she served as a Vice President and Financial Advisor for a Maryland-based independent investment advisory firm.
Beth is a CERTIFIED FINANCIAL PLANNER<sup>®</sup> professional, as designated by the Certified Financial Planner Board of Standards.
When not working with clients, Beth loves relaxing with her husband, daughter, son and two Cavalier King Charles Spaniels. She lovingly volunteers as a foster mom for Cavalier Rescue USA, so their home is usually full of dogs. Beth’s favorite hobby is photography, which comes in handy with two young kids who won’t stop growing — and for foster dogs who need a great adoption photo.
Articles by Beth Venit, CFP®
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