Missie Beach (CDFA, CFP®, MSFP)

Missie Beach focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • College/Education Planning
  • Corporate Executives
  • High Net Worth Client Needs
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

Missie graduated cum laude with a bachelor's degree in Business and a minor in Dance from Wake Forest University.  She received her master's degree in Personal Financial Planning from Georgia State University where she was named Outstanding Personal Financial Planning Graduate Student of the Year. Missie holds the CERTIFIED FINANCIAL PLANNER™ professional designation as well as the Certified Divorce Financial Analyst® professional designation.

She is an active parent volunteer at The Westminster Schools.  In her free time, she and her husband enjoy attending their two sons' sporting events.  Missie has provided advice through “Jumpstart Your Retirement Days” – a free hotline sponsored by Kiplinger’s Personal Finance and NAPFA. 

 

Additional Information

Missie Beach's involves working with clients to formulate planning goals, developing and implementing wealth management strategies and monitoring clients’ progress in working towards their financial and investment goals. Missie has experience working in all areas of financial planning, including retirement planning, estate planning, tax planning and risk management.  Missie is a NAPFA registered financial advisor and currently serves as the President of NAPFA's South Region. 

Missie spent many years offering investment counsel and financial planning to high-net-worth individuals, families and not-for-profit organizations at Modera Wealth Management, LLC and Homrich Berg, an independent wealth management firm with over $4 billion assets under management.  Previously, Missie worked for The Ayco Company, a Goldman Sachs company. While at Ayco, she worked on a team to provide comprehensive financial services to corporate executives as well as high-net-worth individuals.  Areas of focus included investment planning, income tax planning, cash flow analysis, retirement planning, estate planning and risk management.

NAPFA Start Date

May 20, 2014

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

125 Church St NE Ste 220 Marietta, GA 30060-1948 Phone: (678) 905-4450