Purse Strings Approved Professionals
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Help me with...
- Financial Advisor
- 401K Planning
- Asset Management
- Life Insurance
- Long-Term Care/Disability
- Socially Responsible Investing
Beth’s practice has a special focus on educating and helping women and their families build a financially secure future. She has developed the Women & Wealth program that focuses on women’s lifestyle choices and achievable financial goals. Beth started this new product in 2020 after realizing that financial planning needs to revolve around each person’s lifestyle choices including professional aspirations, family needs, travel, volunteer work, hobbies, health, fitness, and philanthropy. Her mission is to understand the daily realities that woman face in terms of your financial needs, to find out what your dreams and goals are for the future, and to work together to create a financial plan!
Beth is Director of Socially Responsible Investing with MRA Advisory Group. She has 24 years of experience managing and analyzing investment portfolios in the equity, fixed income and alternative markets.
Beth has also served on many non-profit boards and is well equipped to understand the investment needs of endowments, foundations, and service-oriented organizations. In 2020, Beth developed a Socially Responsible Investment Portfolio where money can have an impact on making a difference in moving towards a more progressive and equal society. The social investing approach that invests in companies that lead in environmental policies, employee diversity, gender equality, community involvement and development of sustainable products and services. Social investing is focused on making investments in areas where money can have an impact on making a difference in moving towards a more progressive and equal society. This approach includes investments in companies focused on specific themes like environmental policies, renewable energy, sustainable products and services, gender equality, community involvement, access to clean water, and affordable housing.
- Series 63
- Columbia Business School
- Wheaton College Massachusetts
- Financial Planning
- Socially Conscious Investing
How does your current professional add up?
We want women to surround themselves with a talented and thoughtful team of experts who will help them plan for their future. Yet, we are keenly aware that so many providers in these industries lack the skill set to work with women and their unique needs.
There are things to look for when finding the right professional for your needs: flexibility, empathy, creativity, strategy, and work style. Take the questionnaire and find out how your current pro stacks up—and if you could use the advice of a Purse Strings Approved™ Professional who’s qualified to meet your expectations.