Beth Fizell-Jenkins, CPWA® CDFA®, Financial Advisor
1040 Stony Hill Rd, Suite 200
Yardley, PA 19067
As a Financial Advisor with the Certified Divorce Financial Analyst™ designation, Beth helps clients build a wealth management strategy that can address their short term needs and long term objectives. As a result, she can help clients save time and money, avoiding financial pitfalls during and post-divorce. In addition, she helps clients gain a better understanding of the financial implications of the divorce process.
Beth’s passion to help those going through divorce lead her to co-found cBridge, a Pennsylvania non-profit. cBridge is a group of professionals that guide those going through the process of divorce and separation. In addition, Beth helps her clients manage through challenging life transitions, like the death of a loved one, job loss, or transition from work into retirement.
Beth fine-tuned her disciplined approach in her 25 year career as a technologist and consultant, mostly for Financial Services firms. Beth is a specialist in listening to her client’s needs and then designed technical solutions to help them reach their business goals. Her additional consulting experience in the Utilities, Software, and Entertainment industries gives Beth broad perspective to apply to challenging situations.
Beth graduated with a B.A. in Economics from the University of Virginia. Beth lives in Richboro, Pennsylvania with her husband and their two sons. Her hobbies include hosting wine tastings, enjoying house concerts, and staying warm in hockey rinks.
CPWA® and Certifed Private Wealth Advisor® are registered service marks of the Investments and Wealth Institute™. Certified Divorce Financial Analyst™ and CDFA™ are trademarks of The Institute for Divorce Financial Analysts.™