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
- 2025 -now Lead Financial Planner @
- 2023 -2025 Associate Financial Planner @
- 2022 -2023 Financial Planning Specialist @ Trinity Wealth Advisors, A private wealth advisory practice of Ameriprise Financ
- 2022 -2022 Paraplanner @
- 2022 -2022 FPA Virtual Externship @
- 2016 -2021 Coordinator, Capital Adult Education Regional Consortium @
- 2011 -2016 Online Trainer and Developer of Instructional Resources @
- 2005 -2011 Instructor of English as a Second Language (ESL) @
Bethany Ely Education
- UC Irvine
Certificate (Personal Financial Planning)
2021 - 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 - City University of New York-Baruch College
Bachelor of Business Administration (B.B.A.) (International Marketing)
1999-2000
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 Certificate in Personal Financial Planning @ UC Irvine. Bethany Ely has 1 emails and 1 mobile phone numbers on RocketReach.
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