portrait of Beth E Stenz
FINANCIAL ADVISOR

Beth E Stenz

CFP®, ChFC®, CPWA®, CEPA®
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Employee Stock Options
  • Business Retirement Plans
  • Estate & Legacy Strategies

Certifications

  • CFP®

    Certified Financial Planner™

  • ChFC®

    Chartered Financial Consultant®

  • CPWA®

    Certified Private Wealth Advisor®

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

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

Team Members

  • Elizabeth Calzolari
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 02:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • 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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