Beth Stenz, Financial Advisor

FINANCIAL ADVISOR
Beth E Stenz

CFP®, ChFC®, CPWA®, CEPA®, SE-AWMA™
77 Erie Village Square, Ste 230, Erie, CO 80516opens in a new window
CallSend Me a Message

Focus Areas

  • Professional Athletes
  • Professional Entertainers
  • Entertainment Industry
  • Entrepreneurs & Business Owners
  • Corporate Executives
  • Charitable Giving

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • CPWA®

    Certified Private Wealth Advisor®

  • CEPA®

    Certified Exit Planning Advisor®

  • SE-AWMA™

    Sports and Entertainment Accredited Wealth Management Advisor™

Personal Interests

  • Spending Time with Family
  • Traveling
  • Sports Enthusiast
  • Golfing
  • Dancing

Team Members

  • Jenn O'Connor
    Sr. Branch Office Administrator
  • Khatija Pesce
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(303) 255-4935

Fax

(888) 259-2926

Office Address

77 Erie Village Square
Ste 230
Erie, CO 80516opens in a new window

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