Who We Are

Beverly J. Hassan FPQPTM

Wealth Coordinator

Beverly has been in the financial services industry since 2005. As an Administrative Paraplanner her primary responsibilities include providing operational support, processing administrative tasks and providing the highest quality client experience.  Her 13 years of experience have enabled her to develop a strong understanding of the industry’s policies and procedures.  In 2012 she earned the right to use the Financial Paraplanner Qualified Professional (FPQPTM ) designation (previously known as Registered Paraplanner RP ®) and successfully passed the Series 7 and 66 prior to leaving UBS Financial Services this past year.

Beverly is married with 2 daughters and 1 grandson.   In her free time she enjoys spending time with her family and traveling to Disney and the beach.

Wounded Warrior Project

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Initial consultation and account set-up assistance
Automated investment management & online performance reporting
Foundational money coaching & access to online budgeting tools
Access to a Certified Financial Planner (CFP®)
Financial Plan: Real-time & cloud-based comprehensive financial planning
Tax: CPA® prepared tax returns and proactive tax planning
Estate Planning: Document review & Wealthquest credit to update or establish plan documents
Investment Planning: Customized investment management that combines active, passive, & alternative strategies
Family Legacy Planning: Generation-skip & tax reduction strategies
Advanced charitable strategies using charitable trust design, donor advised funds, and private family foundations
$5,000 - $350,000

Pay Separately

$350,000 - $2,500,000
> $2,500,000