Beth D. Lynch, CFP®, M.S.F. - Director of Financial Planning
Investment Relationship Manager
Schneider Downs Wealth Management Advisors, LP
 

Beth has more than 18 years of experience providing comprehensive financial planning for individuals and families. She assists her clients in identifying their financial goals, objectives, and tolerance for risk. Beth uses this information, along with their individual needs and tax situation, to formulate appropriate asset allocation and investment strategies that will best meet their needs and aspirations. Her experience includes cash flow analysis, retirement planning, investment portfolio development and analysis and estate tax planning.

 

Beth is a Certified Financial PlannerTM practitioner and is a Member of the Financial Planning Association (FPA). She served on the Board of Directors for the Financial Planning Association (FPA) of Pittsburgh for 5 years, chaired the Board in 2007 and was the chapter’s President in 2006. Beth is the President of the National Association of Professional Women (NAPW) - Pittsburgh Chapter and serves on various charitable committees. Beth is registered as an Investment Advisory Representative. She has earned the Masters of Science in Finance from the College for Financial Planning, an Executive Certificate in Financial Planning from Duquesne University School of Leadership & Professional Advancement and a B.S.B.A in Finance from Robert Morris University

 
   Beth has been selected a Five Star Wealth Manager SM. As seen in Pittsburgh Magazine. Five Star Wealth Managers are selected through an independent rating service.
 
  “Our team is focused on being extremely responsive to our clients. Once a client puts their trust in us, we commit all of our resources to helping them achieve their goals.”  
 

To learn more about the professional history of our financial advisors, please visit FINRA's BrokerCheck.