Broker Check
Beth  Vlasaty

Beth Vlasaty

Founding Partner

"My job is to optimize my clienteles’ financial potential throughout our relationship via education, communication and utilizing smart strategies."

Beth Vlasaty received her Bachelor of Science in Industrial Engineering from Purdue University. While working for a Fortune 500 company she realized that her passion derived from educating people how they could be more efficient and successful. In 2002 she entered the Financial Advisor arena with American Express. There she gained a comprehensive understanding of the holistic approach to financial success. Determining that her education needed to be more robust in the investment area she joined Merrill Lynch, Pierce, Fenner & Smith in 2004.  Beth over her tenure at Merrill furthered her investment knowledge as well as gained professional expertise. In 2011 she joined the CFG/MetLife firm to assist her clients with a more integrated  High Net Worth platform. This enabled her and her clientele to have complete financial planning expertise at their service.

 With 20 years of experience in the investment industry as well as her engineering background has enabled Beth to develop a systematic strategy to optimize client’s financial potential. 

 Beth is continually expanding her professional education by obtaining further knowledge within her industry. By achieving the CRPC designation this has enabled her to have sensitivity in the Retirement aspect of her clients’ financial picture. Beth is currently working towards getting a financial planning designation. This should be acquired in the year 2022.