Beth Verterano

Beth Verterano

CFP®, CRPC®

Financial Advisor
CERTIFIED FINANCIAL PLANNER™ practitioner
  • Key tax considerations

    Tax strategies are an important part of any financial plan throughout the year, not just in April.

    Explore tax insights
  • About Ameriprise

    For 125 years, Ameriprise has been committed to putting clients’ needs first.
    Learn more
  • How I work

    I take the time to understand what’s important to you and deliver personalized advice.
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Background and qualification information is available at FINRA's BrokerCheck website.

My commitment to clients

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalizedrecommendations

We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review, analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals, and share information with your advisor safely and securely.


Ready to learn more about how we can help you? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.


Request a consultation