Bethany Ely Email & Phone Number
Lead Financial Planner @ Three Oaks Capital Management
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Bethany Ely Location
- Sacramento, CA, US
Bethany Ely Work
- Lead Financial Planner @ (February 2025 - Present)
- Associate Financial Planner @ (March 2023 - February 2025)
- Financial Planning Specialist @ Trinity Wealth Advisors, A private wealth advisory practice of Ameriprise Financ (December 2022 - March 2023)
- Paraplanner @ (August 2022 - November 2022)
- FPA Virtual Externship @ (June 2022 - July 2022)
- Coordinator, Capital Adult Education Regional Consortium @ (April 2016 - October 2021)
- Online Trainer and Developer of Instructional Resources @ (August 2011 - April 2016)
- Instructor of English as a Second Language (ESL) @ (June 2005 - June 2011)
Bethany Ely Education
- University of California, Davis
Certificate Program in Personal Financial Planning
2014-2015 - California State University-Sacramento
M.A. (TESOL (Teaching English to Speakers of Other Languages))
2004-2006 - Baruch College
Bachelor of Business Administration (B.B.A.) (International Marketing)
1999-2000 - UC Irvine
Certificate (Personal Financial Planning)
2021
Bethany Ely Skills
- Adult Education
- Calendaring
- Certified Financial Planner
- Communication
- Community Outreach
- Computer Literacy
- Curriculum Design
- Curriculum Development
- Customer Relationship Management (CRM)
- Detail Oriented
- E-Learning
- ESL
- Educational Leadership
- Educational Technology
- Financial Planning
- Grant Writing
- Higher Education
- Instructional Design
- Investment Management
- Online Training
- Public Speaking
- Retirement Planning
- Roth conversions
- Staff Development
- Tax Planning
- Tax Strategies
- Teacher Training
- Teaching
- Training
- Tutoring
Bethany Ely Summary
- Bethany Ely, based in Sacramento, CA, US, is currently a Lead Financial Planner at Three Oaks Wealth. Bethany Ely brings experience from previous roles at Three Oaks Wealth, Trinity Wealth Advisors, A private wealth advisory practice of Ameriprise Financ, Twin Rivers Wealth Management and Financial Planning Association (FPA). Bethany Ely holds a 2014 - 2015 Certificate Program in Personal Financial Planning @ University of California, Davis. With a robust skill set that includes Adult Education, Calendaring, Certified Financial Planner, Communication, Community Outreach and more. Bethany Ely has 1 emails and 1 mobile phone numbers on RocketReach.
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