About Beth

Qualifications:

  • Certified Financial Planner™
  • Registered Investment Advisor (California)
  • FINRA Series 65 license
  • Certificate Program in Personal Financial Planning, UC Berkeley Extension
  • MBA, San Francisco State University; Master’s of Education, University of Cincinnati
  • Past Pro Bono National Advisory Board Member, Financial Planning Association
  • Past Board Member, Financial Planning Association of the East Bay
  • Past Board Member, Collaborative Practice California
  • And a lifetime of personal and business experience!

Beth McClelland, MBA, CFP® is the founder and managing principal of Lamorinda Financial Planning, LLC, a fee only financial life planning and Registered Investment Advisory firm with an office in Walnut Creek, CA. The firm operates under the belief that financial planning should not solely be available for those who have millions of dollars, but rather be accessible to anyone interested in guidance in planning, finances and decision-making as they journey through life’s transitions.

I myself have had my share of transitions and challenges. While each was stressful and taxing at the time, overall, these experiences have transformed my life. As a result of subsequent reflection, I put together my own life plan, and I am now happier and healthier than ever before— and my life is more meaningful.

I bring a holistic approach to financial planning to help my clients visualize the future, and then move confidently forward. It’s not therapy, but the results can be life-changing. My goal is to empower you, giving you the confidence to live a full life free from the burden of financial stress.

Organizations I Contribute Financially to Include:

  • Multiple Sclerosis Foundation
  • ALS Foundation
  • Contra Costa Food Bank
  • Cancer Support Community
  • Collaborative Practice California
  • Financial Planning Foundation
  • Lafayette Library and Learning Center
  • NAACP Legal Defense & Education Fund Inc
  • Salvation Army

Volunteer Communities Where I Spend My Time:

  • Contra Costa Foster Youth
  • Cancer Support Community
  • Collaborative Practice California