Beth Randall-Dodd, CFP®
Beth is a CERTIFIED FINANCIAL PLANNER™ Professional. She assists with all aspects of the financial planning process, including client meetings, research, data analysis, service questions and investment selection/implementation. Beth earned an undergraduate degree from John Carroll University and a master’s degree from the University of Akron. She holds FINRA Series 7 and 66 licenses.
Beth’s passion is to combine her love of numbers with her love of helping people in order to develop retirement solutions. She utilizes her people and analytical skills to customize plans for clients, helping them gain knowledge about options on how to meet their goals.
In her free time, Beth and her husband, James, are active music boosters and beginning bridge players. Beth also enjoys animals, reading, gardening, and activities with family and friends.
Congratulations Elizabeth Randall-Dodd, CFP®
Elsass Financial Group now has 3 CFP® Professionals!
It is with great excitement that the Elsass Financial Group announces that Elizabeth Randall-Dodd has passed the certification requirements to achieve the designation of CERTIFIED FINANCIAL PLANNER™ and earn her CFP® certification! This is a great accomplishment for Beth and something she has worked very hard toward. In order to earn the CFP® designation, applicants need to have a Bachelor’s degree and pass six courses in multiple financial planning disciplines, followed by a rigorous and comprehensive day-and-a-half long exam. In addition to satisfying these requirements, she needed 6,000 hours of experience working with another CFP® advisor.
Prior to entering the financial services field, Beth did clinical counseling in multiple settings. This background and experience has been invaluable in her transition to financial planning.
Although Beth has been with us for 5 years now, we are all very excited that the Elsass Financial Group now has 3 fully licensed investment advisors who all hold the CFP® designation serving our clients. Beth will continue to help Kevin and Karl with para-planning and research, but will now also be meeting with clients individually as we continue to serve our valued clients.