Beth Cdfa Email & Phone Number
Financial Advisor and Partner @ Quantum Financial Advisors
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Beth Cdfa Location
- Santa Monica, CA, US
Beth Cdfa Work
- Financial Advisor and Partner @ (February 2022 - Present)
- Financial Planner @ (March 2014 - January 2022)
Beth Cdfa Education
- Vanderbilt University
Bachelor of Arts (BA) (Economics)
- UCLA
Certified Financial Planner
Beth Cdfa Skills
- Certified Financial Planner
- Financial Planning
- Investments
- Retirement Planning
- Wealth Management
Beth Cdfa Summary
- Beth Cdfa, based in Santa Monica, CA, US, is currently a Financial Advisor and Partner at Quantum Financial Advisors, LLC. Beth Cdfa brings experience from previous roles at Abacus Wealth Partners. Beth Cdfa holds a Bachelor of Arts (BA) in Economics @ Vanderbilt University. With a robust skill set that includes Certified Financial Planner, Financial Planning, Investments, Retirement Planning, Wealth Management and more. Beth Cdfa has 2 emails on RocketReach.
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