Carol Q. Bethune MBA, CFP®
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. She listens to your goals and concerns, explains financial concepts in plain English, mourns your losses and celebrates your successes.
Carol has over 20 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.
Specialties:
- Investment Management
- Retirement Planning
- Retirement Income Planning
- Social Security
- 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 through LPL Financial and the Series 66 held through LPL Financial and Preisz Financial
- Life and Health Insurance licenses in Oregon and Washington
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