Qualifications:
- Certified Divorce Financial Analyst – CDFA
- Certified Financial Planner – CFP®
- Registered Investment Advisor (California)
- Collaborative Divorce Financial Analyst
- FINRA Series 65 license
- Certificate Program in Personal Financial Planning, UC Berkeley Extension
- MBA, San Francisco State University
- Past Board Member – Collaborative Practice of California
- Past Board Member, Financial Planning Association of the East Bay
- Past Pro Bono National Advisory Board Member, Financial Planning Association
- Master’s of Education, University of Cincinnati
- And a lifetime of experience!
Beth McClelland, MBA, CDFA, CFP® is the founder and managing principal of East Bay Divorce Financial Planning. My goal is to provide guidance in settlement planning, finances and decision-making for my clients as they journey through the divorce process.
I bring a holistic approach to financial planning to help my clients visualize the future, and then move confidently forward. It’s not therapy, but the results can be life-changing. My goal is to empower you, giving you the confidence to live a full life.
I myself have had my share of transitions and challenges. While each was stressful and taxing at the time, overall, these experiences have transformed my life. As a result of subsequent reflection, I put together my own life plan, and I am now happier and healthier than ever before— and my life is more meaningful.
Organizations I Contribute Financially to Include:
- Multiple Sclerosis Foundation
- ALS Foundation
- Contra Costa Food Bank
- Cancer Support Community
- Collaborative Practice California
- Financial Planning Foundation
- Lafayette Library and Learning Center
- NAACP Legal Defense & Education Fund Inc
- Salvation Army
Volunteer Communities Where I Spend My Time:
- Contra Costa Foster Youth
- Cancer Support Community
- Collaborative Practice California