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Beth Bosworth, CFP®

Beth Bosworth, CFP®

Director of Financial Planning, Managing Director

Beth attended the University of Georgia, and completed her Bachelor’s Degree at the University of Valencia in Spain. Beth returned to Atlanta in 2006 to begin her career in wealth Management with SunTrust Banks, focusing on serving high-net- worth individuals. She then moved to a boutique, independent wealth management firm in 2009 where she served as a Financial Planner and Advisor. Beth completed UGA’s Terry College of Business Financial Planning Program and became a CERTIFIED FINANCIAL PLANNER™ professional in 2011.

In 2014, Beth joined Lakeview Capital Partners as the Director of Financial Planning. Her primary focus is to carefully onboard new clients through constructing a comprehensive financial plan that attempts to “consider all possibilities” when implementing a new advisory relationship. She consults on tax planning, meeting cash flows needs, insurance needs analysis, reviewing all legal documents and asset titling, as well as determining the appropriate investment policy to achieve the client’s financial objectives. Following her passion to help clients sleep better at night, she landed at Lakeview Capital Partners, embracing the firm’s team approach including access to onsite professionals to help support the success of her clients’ financial plans.

Beth lives in Midtown with her spouse and their two dogs. She enjoys spending her time off involved in the tennis community, including currently serving as President on the USTA Atlanta Board of Directors and competing on the court in the many local leagues, charity tournaments, or pro-am tournaments. She is also a member of the G Chapter of PEO in Atlanta. When not involved in something tennis- related, Beth enjoys anything outdoors, particularly playing golf and spending time at Piedmont Park.

Quote to live by: “It takes as much energy to wish as it does to plan.” – Eleanor Roosevelt