Beth D'Andrea, Financial Planner, LLC
Beth D'Andrea, Financial Planner, LLC is a small "boutique" business located in Malvern, PA. Staying small is important to us so that we may provide the most peronalized services possible to our clients.
Helping our clients reach their goals is our most important objective. That is why we are fee-only and independent of any brokerage firms. This means that we have no allegiance to any firm or any stocks or investment vehicles that are currently being "pushed." We make no commissions on any sales or purchases which means that our sole focus is on what is best for you.
With over 20 years of industry experience, Beth D'Andrea has also pursued, and attained, her CFPR. This certification requires that she attend continuing education within the industry and maintain certain ethical standards.
Her services include providing a full financial analysis and plan that doesn't just look at your investible assets, it also includes other financial aspects of your life like budgeting, tax planning, life insurance, and estate planning.
Our program will take you through a three-step process that will organize and allocate your assets in a way that helps you reach your goals faster.