About Beth

About Beth

Financial Advisor.

Since 2010, Beth* has been providing financial education to thousands of people teaching them to pay off debt, have an emergency fund and save for their future!

Taking complicated information and making it seem simple is one of her core skills. Beth loves teaching and empowering others. She loves helping her clients to have a plan and reach for their goals and dreams.

In 2019, Beth* became a Certified Plan Fiduciary Advisor (CPFA) and transitioned and expanded her financial services business to focus on being a 401 (k) advisor. Now, she assists plan sponsors in offering a best practices retirement plan and provides education to employees. She is committed to educating and motivating hard working people to retire with dignity.

Beth resides in Morro Bay, CA with her husband, Steve McGill. Although she lives on the CA Central Coast, she has clients all over California and is licensed in 19 states. She is happy to travel and be on the road to meet with her clients and prospects because as she puts it “I always get to return to paradise.”

Check the background of this investment professional on FINRA's BrokerCheck.