Beth Greulich (CDFA, CFP®)

Planning Specialties

Detailed financial planning and coaching.  Budgeting. College Planning. Investment education. 6 years of Level 2 VITA tax preparation experience

Additional Information

I was drawn to this field because my personal experience with "Financial Advisors" had been very disappointing, with a high pressure, "you don't need to worry about this" attitude.

With my clients, my priorities are on the education and planning portions of our relationship, not simply the dollars and cents. Most of my clients are female, independent thinkers who want to understand what we are doing with their money and why.

NAPFA Start Date

May 09, 2016


This Office

222 Pacific Coast Highway, 10th Fl El Segundo, CA 90245 Phone: (424) 447-8268 Fax: (424) 567-8268

Other Offices

520 Broadway, Ste 200 Santa Monica, CA 90401 Phone: (424) 447-8268 Fax: (424) 567-8268