Marianna Beddard
Financial Advisor & Founder at PlayBook Advizor | Fiduciary Financial Planning & 401(k) Plan Consulting
- Role
- Founder and Financial Advisor at Playbook Advizor
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Marianna Beddard
PlayBook Advizor provides independent fiduciary financial guidance to individuals, families, and retirement plan sponsors seeking a clear, disciplined approach to financial decision-making. I work closely with clients to simplify complex financial and investment issues and develop structured planning strategies aligned with their goals, timeline, and priorities. My focus is on delivering practical guidance, thoughtful investment oversight, and long-term partnership grounded in fiduciary responsibility. My experience spans both individual wealth planning and employer-sponsored retirement plans, allowing me to support clients across a broad range of financial decisions — from personal financial organization to retirement plan oversight and fiduciary process improvement. PlayBook Advisory Group, LLC d/b/a PlayBook Advizor is a state-registered investment advisor in California and New York and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training.
Experience
Founder and Financial Advisor
Oct 2021 — Present · US
Education
George Mason University
Bachelor of Applied Science (B.A.Sc.), Administration of justice
2006 — 2008
The Catholic University of America, Columbus School of Law
Doctor of Law (J.D.), Law
2008 — 2011
Skills
- Customer Service
- Estate Planning Strategies
- Financial Advisory
- Alternative Investments
- Finance
- Investments
- Wealth Preservation Planning
- Asset Allocation
- Mutual Funds
- Risk Management
- Social Media
- Strategic Planning
- Research
- Retirement Planning
- Estate Investment Planning
- Trading
- Insurance
- 401k Planning
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