Beth Maranoff Dandrea
Trusted Certified Financial Planner helping young professionals make smart financial decisions ● Speaker ● Educator.
- Role
- Financial Planner at Plumtree Financial Planning
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Beth Maranoff Dandrea
Financial Planning gives you the tools to take control of your finances and build wealth.A well written financial plan gives you comfort with your financial decisions, freeing you up to spend more time on the things that matter most to you. Your plan should answer the questions that are important in your life, like: Am I saving enough for retirement/kids\' college/a home? Should I put more of my savings towards my student loans or retirement/kids\' college/a home? Are my investments allocated to help me reach my goals? What is the best way for young couples to merge their finances? What is the best college for my child and my budget? And anything and everything else about your finances. Steps are included to help you reach your goals with milestones and check-in points along the way. Part of building wealth is keeping more of what you make, so, your plan should also give you insight on the best way to manage your assets through estate, tax- and insurance planning. Building your career is also part of building your wealth. A comprehensive plan outlines career and income goals along with measures to be taken to reach them.If you think you could benefit from a financial plan or financial review, I\'d welcome the opportunity to speak with you. Schedule a 15 minute introductory phone call today https://calendly.com/plumtree.
Experience
Financial Planner
Jan 2005 — Present
Whatever the market environment, we engage our clients in collaborative, in-depth discussion to gain clear understanding and develop integrated solutions.Many of our clients, for example, want to grow and protect their wealth as they prepare for retirement. Some seek strategies to transfer wealth to their family or business partners. Our goal is to help clients achieve these goals through long-term relationships based on trust. That provides our clients with peace of mind and time to pursue their passions.
Education
Villanova University
MBA, Finance
1986 — 1989
University of Delaware
BS, Business
1982 — 1986
Skills
- Etfs
- Investments
- Personal Financial Planning
- Financial Advisory
- Retirement
- Strategic Financial Planning
- Financial Planning
- Management
- Personal Finance
- Working with Physicians
- Investment Management
- College Savings Plans
- Certified Financial Planner
- Strategic Planning
- Student Loans
- Financial Services
- Asset Allocation
- Mutual Funds
- Savings
- Risk Management
- Retirement Planning
- College Funding Strategies
- Securities
- Public Speaking
- Insurance
- Dentists
- Orthodontists
- Sales
- Financial Planners
- 401k
- Finance
- Customer Service
- Small Business
- Leadership
- Employee Benefits
- Wealth Management
- Investment Strategies
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