Beth Remick

CFP®
Personal Finance, Retirement, Investing
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“Beth Remick, Principal at Ithaka Financial Planning, is dedicated to helping busy professionals, couples and their families bring their future dreams into today's decisions.”
Firm:

Ithaka Financial Planning

Job Title:

Founder and Principal

Biography:

Beth Remick, CFP®, MBA, is a founder and Principal of Ithaka Financial Planning. At Ithaka, Beth and her team understand there are many paths in the journey of life. Rather than focusing solely on financial data, they take a more flexible and creative approach. They take a wider view that embraces their client's unique personality and preferences. In addition, Beth and her team know that goals can change not only with the ebb and flow of family, employment, and markets but also with changes of the heart. Ithaka help their clients monitor and reevaluate goals, adjusting their client's plan to help them meet the changes and challenges of life.

A CERTIFIED FINANCIAL PLANNER™, Beth holds an MBA from the Fuqua School of Business at Duke University and a bachelor’s degree in commerce from the University of Virginia. Beth is a member of the National Association for Personal Financial Advisors (NAPFA), the leading professional association for fee-only financial advisors. She is also a member of the Financial Planning Association (FPA). Beth is an active member of NAPFA and has performed research on emerging financial planning issues as part of several financial planning study groups. Beth received her CFP® designation in 1999.

Prior to co-founding Ithaka, Beth was the Director of Financial Planning at Yeske Buie Inc. and the Director of Investment Services at Financial Planning Group, Inc., a predecessor firm to Yeske Buie Inc. from 1998 - 2009. Before that, Beth was a Product Development Manager at Fannie Mae, a financial analyst at Eli Lily, and a research analyst following bank stocks at SunTrust Robinson Humphrey. Beth and Carolyn are dedicated to helping women and families achieve their financial and life goals.

Education:

MBA, Finance, Duke University - The Fuqua School of Business
BS, Commerce & Finance, University of Virginia

CRD Number:

4556879

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