Beth Weast, Financial Advisor located in Charlotte, NC

Financial Advisor
Beth Weast

CFP®, CEPA®, AAMS®
2115 Southend Drive Suite 102, Charlotte, NC 28203opens in a new window
Accepting New Clients
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Women Investors
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Divorce Finances

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Traveling
  • Hiking
  • Gardening
  • Architecture

Team Members

  • Vanessa Miranda
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:30PM
Tue 08:00AM - 05:30PM
Wed 08:00AM - 05:30PM
Thu 08:00AM - 05:30PM
Fri 08:30AM - 12:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(704) 909-7611

Fax

(844) 766-3635

Office Address

2115 Southend Drive Suite 102
Charlotte, NC 28203opens in a new window

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