Jeanette  Beatty,  CFP<sup>&reg;</sup> - Financial Advisor

Jeanette Beatty, CFP®

Financial Advisor

Elevations Credit Union

4760 Baseline Road, Unit A
Boulder, CO 80301
(303) 247-8893

General

Jeanette Beatty is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Elevations Credit Union in Boulder, CO and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: CO
  • Fixed annuities: CO
  • Variable annuities: CO

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Asset Allocation, Investment Management, Getting Divorced, Getting Married, Insurance, Retirement, Starting a Family, Long-term Care, Women's Finances

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Helpful Financial Planning Resources