Mary Beth Mclean, Mba, Cfp® Email & Phone Number

MY FINANCIAL SERVICES CAREER BEGAN IN 2004I love what I do — and I think of myself as a financial caregiver. In fact, I considered a career in nursing, but realized I did not have the “patience” (pun intended!) for it. I devote much of my current practice working with women, often in transition, to take control of their financial matters. The most satisfying part of this profession is to watch our clients become empowered. I help my clients conceive their future, relieve their fears and achieve their dreams.MY PRIVATE VISTAI like being active! Running has been a pastime for over 30 years, and I hope to run another marathon. My other passions are reading, travel and golf. The thing in which I take the most pleasure, however, is time spent with my family and friends enjoying a delicious meal, a good bottle of wine and great conversation. In my Private Vista, I see my husband and I becoming more engaged in various charities we have supported through the years, particularly in the area of education. I also look forward to watching my children live their own happy and fulfilled lives and eventually enjoying their own Private Vista!

Listed skills include Certified Financial Planner, Personal Financial Planning, Investment Strategies, Investment Management, and 11 others.