Bethany Ely
Associate Financial Planner at Three Oaks Wealth
Based in Folsom, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Folsom
Industry
Investment Management
Company size
3
Contact information
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b•••••••@threeoakswealth.com
Phone
5 credits+1 ••• •••• ••••
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Background
About Bethany Ely
I completed CFP® Board-approved coursework in September 2021 and passed the CFP® exam in March 2022. Possess Series 65 license.
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