Carol Q. Bethune, MBA, CFP®
CERTIFIED FINANCIAL PLANNER™, Financial Advisor
"I believe the decisions you make, the money you save, and the opportunities you recognize and exploit contribute more to your financial well-being than anything you or I think might happen in the markets today, tomorrow, or next year. This is a wonderful and empowering philosophy because it means you are in control!"
Carol’s investment management and personal financial planning services help clients develop and implement strategies that work toward creating and preserving financial independence. She primarily works with people approaching or in retirement or experiencing other life changing events, such as divorce or the death of a loved one. Carol strives to create an atmosphere of openness and trust with all her clients. She listens, explains complex financial concepts in plain English, and celebrates their success.
Carol has more than 14 years of experience in the financial services industry. Prior to joining Preisz Financial in 2004, she worked with American Express Financial Advisors, Inc.
Carol was born and raised in Athens, Georgia. She has been married longer than she cares to admit and raised two intelligent, compassionate, and money-wise kids. She is an avid reader of literature, history, and science. She also enjoys puzzles of all kinds, gardening, scuba-diving, and playing with her labradoodle Gus.
- Investment Management
- Retirement Planning
- Retirement Income Planning
- Social Security Filing Strategies
- Suddenly Single Women
Education, Certifications & Licenses
- Bachelor of Arts in English, University of Georgia
- Master of Business Administration, Portland State University
- CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
- FINRA Series 7 and 66 registrations through LPL Financial
- Life and Health Insurance licenses in Oregon and Washington