About Beth

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.

For full disclosures, click here.

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