Beth Kennedy Venit,  CFP<sup>&reg;</sup> - Financial Advisor

Beth Kennedy Venit, CFP®

Burt Wealth Advisors

6116 Executive Blvd, Ste 500
North Bethesda, MD 20852
(301) 770-9880

General

Beth Venit is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Burt Wealth Advisors in North Bethesda, MD and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

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Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Getting Married, Retirement, Stocks & Bonds, Sudden Wealth, Personal Taxes, Women's Finances

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