Beth Olmstead CFP®
Professional Affiliations:
Financial Planning Association of New York
Financial Women's Association of New York
Premier Resource Group
Registrations & Licenses:
Series 7 & 63 registrations
Licensed Insurance Agent-Life, Accident, Health
Beth Olmstead, CFP® joined Allied Wealth Partners* in 1999 after eleven years of success as Managing Director of Health Care Finance at TD Securities. During that time, she developed a Home Health Care strategy creating a new niche for the Firmand notable revenue growth.
Whether working in the investment banking sector or financial services, Beth’s primary focus has always been the best interests of her clients, not a firm’s bottom line. Allied Wealth Partners upholds an independent philosophy and client-centric approach that is absolutely in tune with her core values.
Beth has built her practice through long lasting relationships with clients based on mutual trust and commitment. She is proud to have helped so many clients reach multiple financial goals including educating their children, retiring comfortably and making wise financial decisions. Quality ‘human’ resources are vital to the success of her wide ranging practice. Having the support of an extensive team of diversified professionals allows Beth to handle simple to complex cases with exceptional service and total confidence.
As a female financial advisor she is a strong advocate for fellow businesswomen in the financial industry and has committed 9 years to fostering continued growth as a member of WISE, Women’s Interactive Sales Exchange.
Beth holds an MBA in Finance from New York University and a BSW/MSW from the University of Kansas.
In her leisure, Beth is an avid golfer and member of the LPGA Amateur Golf Association and the Brookridge Women’s Golf Club.She is also a passionate Yankee fan and enjoys biking and hiking.
*formerly Langdon Ford Financial, Inc
