Beth Eldridge CFP®
Beth Eldridge, CFP®, associated with the APFS Houston office for the last sixteen years, has spent over 30 years in the financial services industry. Beth offers a full spectrum of financial planning services, fee-based asset management, independent advice, and non-proprietary investment products.
Financial independence is challenging, and requires a smart and consistent effort. Beth represents individuals, small institutions and corporations who do not have the time, interest or knowledge to be completely immersed in their finances on a day-to-day basis.
Believing in top flight service and long term relationships, three words which characterize Beth's approach are "availability", "reliability", and "accountability".
Beth, a Dallas native, graduated from The University of Texas in Austin in 1971 with a degree in journalism. Prior to entering the financial services business, Beth was the CEO of a Houston-based broadcasting company.
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Series 7: General Securities Representative Examination
- Series 63: Uniform Securities Agent State Law Examination
- Series 65: Uniform Investment Adviser Law Examination