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Beth Di Re Hartley, Cima®, Cpfa® Email & Phone Number

Managing Partner at Westgate Capital Consultants, LLC at Westgate Capital Consultants, LLC
Location: Tacoma, Washington, United States 4 work roles 3 schools
2 work emails found @westgatecapital.com 2 phones found area 253 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 2 work emails · 2 phones

Work email b****@westgatecapital.com
Direct phone (253) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Westgate Capital Consultants, LLC
Role
Managing Partner at Westgate Capital Consultants, LLC
Location
Tacoma, Washington, United States
Company size
5 employees

Who is Beth Di Re Hartley, Cima®, Cpfa®? Overview

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Quick answer

Beth Di Re Hartley, Cima®, Cpfa® is listed as Managing Partner at Westgate Capital Consultants, LLC at Westgate Capital Consultants, LLC, a company with 5 employees, based in Tacoma, Washington, United States. AeroLeads shows a work email signal at westgatecapital.com, phone signal with area code 253, and a matched LinkedIn profile for Beth Di Re Hartley, Cima®, Cpfa®.

Beth Di Re Hartley, Cima®, Cpfa® previously worked as Managing Partner at Westgate Capital Consultants, Llc and Project Manager at Russell Investments. Beth Di Re Hartley, Cima®, Cpfa® holds Bachelor Of Arts In Business Adminstration, Concentration In Finance And Management from Seattle University.

Company email context

Email format at Westgate Capital Consultants, LLC

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*@westgatecapital.com
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AeroLeads found 2 current-domain work email signals for Beth Di Re Hartley, Cima®, Cpfa®. Compare company email patterns before reaching out.

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Profile bio

About Beth Di Re Hartley, Cima®, Cpfa®

Westgate Capital Consultants, LLC provides expertise to objectively manage and evaluate all facets of employer-sponsored retirement plans and individual planning & wealth management. We are dedicated professionals serving as independent advocates for our clients in Western Washington.As an owner and Managing Partner with Westgate Capital Consultants, I oversee the executive leadership, direct the daily operations of the firm, and work in educating retirement plan participants.The financial consultants of Westgate Capital Consultants, LLC are Registered Representatives with, and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info'​ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which the financial consultants for Westgate Capital Consultants, LLC are registered to do business, please visit www.westgatecapital.com.

Current workplace

Beth Di Re Hartley, Cima®, Cpfa®'s current company

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Westgate Capital Consultants, LLC
Westgate Capital Consultants, Llc
Managing Partner at Westgate Capital Consultants, LLC
tacoma, washington, united states
Website
westgatecapital.com
Employees
5
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Company profile
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4 roles

Beth Di Re Hartley, Cima®, Cpfa® work experience

A career timeline built from the work history available for this profile.

Managing Partner

Current
Westgate Capital Consultants, Llc

Tacoma, WA

Oversees the executive leadership and directs the daily operations and human resources of the firm. Works closely with retirement plan participants by helping facilitate retirement plan educational meetings. Extensive background and experience provides top-notch skills to effectively manage the business and bring greater service to retirement plan and.

Mar 2013 - Present

Project Manager

Russell Investments

Seattle, WA

  • Project Manager
  • Received projects (i.e. launch a new mutual fund) and developed an implementation plan. Determined the key individuals required to participate and developed a project timeline.
  • Managed projects according to timeline and hold people accountable to completing their designated tasks per the timeline
  • Developed written procedures from project management for the project management team.
  • Assistant Manager and sole OSJ for Project Management team. Internal Wholesaler
  • Implement sales and service strategy for $1.2 Billion AUM territory. Drove annual net cash flow of a five state region from $78M to $213M, an overall 170% increase from 2005 to 2006.
Jul 2002 - Mar 2013

Insurance Analyst

Stanford Group Company

Denver, CO

  • Insurance Analyst
  • Created a sales support marketing plan for the Department of Insurance & Annuities.
  • Developed & facilitated training for 90+ Brokers and Support Staff both Domestic & International branches.
  • Processed commissions for all Insurance & Annuity related business with annual revenues of $3.5 million.
Jan 2000 - Jun 2002

Accounting Assistant

Columbia Pacific Management

Seattle, WA

  • Accounting Assistant
  • Facilitated communications between executive management and investor relations by creating & producing quarterly reports.
  • Responsible for maintaining and reconciling multiple bank and general ledger accounts for 50+ entities.
Jun 1996 - Dec 2000
3 education records

Beth Di Re Hartley, Cima®, Cpfa® education

Bachelor Of Arts In Business Adminstration, Concentration In Finance And Management

Seattle University

Study Abroad Program, Emphasis In International Business And Study Of Italian Language And Culture

Gonzaga In Florence
FAQ

Frequently asked questions about Beth Di Re Hartley, Cima®, Cpfa®

Quick answers generated from the profile data available on this page.

What company does Beth Di Re Hartley, Cima®, Cpfa® work for?

Beth Di Re Hartley, Cima®, Cpfa® works for Westgate Capital Consultants, LLC.

What is Beth Di Re Hartley, Cima®, Cpfa®'s role at Westgate Capital Consultants, LLC?

Beth Di Re Hartley, Cima®, Cpfa® is listed as Managing Partner at Westgate Capital Consultants, LLC at Westgate Capital Consultants, LLC.

What is Beth Di Re Hartley, Cima®, Cpfa®'s email address?

AeroLeads has found 2 work email signals at @westgatecapital.com for Beth Di Re Hartley, Cima®, Cpfa® at Westgate Capital Consultants, LLC.

What is Beth Di Re Hartley, Cima®, Cpfa®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 253 for Beth Di Re Hartley, Cima®, Cpfa® at Westgate Capital Consultants, LLC.

Where is Beth Di Re Hartley, Cima®, Cpfa® based?

Beth Di Re Hartley, Cima®, Cpfa® is based in Tacoma, Washington, United States while working with Westgate Capital Consultants, LLC.

What companies has Beth Di Re Hartley, Cima®, Cpfa® worked for?

Beth Di Re Hartley, Cima®, Cpfa® has worked for Westgate Capital Consultants, Llc, Russell Investments, Stanford Group Company, and Columbia Pacific Management.

Who are Beth Di Re Hartley, Cima®, Cpfa®'s colleagues at Westgate Capital Consultants, LLC?

Beth Di Re Hartley, Cima®, Cpfa®'s colleagues at Westgate Capital Consultants, LLC include Ian W. Hartley, Aif and Elisa Reid.

How can I contact Beth Di Re Hartley, Cima®, Cpfa®?

You can use AeroLeads to view verified contact signals for Beth Di Re Hartley, Cima®, Cpfa® at Westgate Capital Consultants, LLC, including work email, phone, and LinkedIn data when available.

What schools did Beth Di Re Hartley, Cima®, Cpfa® attend?

Beth Di Re Hartley, Cima®, Cpfa® holds Bachelor Of Arts In Business Adminstration, Concentration In Finance And Management from Seattle University.

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