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Our financial advice team


Beth Lappin Ameriprise Financial Advisor

Beth Lappin

CRPC®

Financial Advisor

Tru Insight Wealth Advisors
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Charitable Giving
  • Retirement Planning Strategies
  • Investments
  • Saving for Education
  • Employee Stock Options

Interests

Rock climbing, mountain biking, snowboarding, hiking, camping, adventure racing, traveling and volunteering.

Community participation

  • Ameriprise National Day of Service 2018, Forgotten Harvest
  • Ameriprise National Day of Service 2017, Gleaners Food Bank
  • Ameriprise National Day of Service 2016, Forgotten Harvest
  • Ameriprise National Day of Service, 2015 Gleaners Food Bank
  • Ameriprise National Day of Service, 2014 Forgotten Harvest

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7 and Series 63
  • Life, Health and Variable Contracts, Investment Adviser Representative (IAR)

Education

  • Florida State University, International Affairs