Beth Greulich (CFP®)

Beth Greulich focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Financial Psychology/Coaching
  • Professional Athletes or Entertainers
  • Socially Responsible Investments
  • Women's Financial Planning Issues

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

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This Office

429 Santa Monica Blvd Ste 500 Santa Monica, CA 90401-3443 Phone: (818) 942-7100 Fax: (424) 645-6968

Other Offices

2301 Rosecrans Ave Ste 4150 El Segundo, CA 90245-4918 Phone: (424) 229-6738