Beth Chelton
CPA, CFP®
Vice President of Operations
Education and Certifications
- Bachelor’s degree in Accounting from the University of St. Thomas, Houston, TX
- Certified Public Accountant
- CERTIFIED FINANCIAL PLANNER® professional
Expertise
Beth serves as Vice President of Operations, bringing strategic leadership to the firm’s operational infrastructure and regulatory oversight. With a background spanning senior operational roles in multifamily offices and wealth management firms, Beth brings a deep understanding of the complexities involved in managing client service and regulatory requirements for high-net-worth individuals, families, corporations, and nonprofit organizations.
Her expertise in auditing, accounting, and trust operations enables her to design and maintain efficient processes and rigorous compliance standards that safeguard clients’ interests while supporting the firm’s holistic approach to True Wealth Management. Beth fosters a culture of mentorship and collaboration, ensuring operational excellence that empowers the team to focus on delivering personalized and comprehensive wealth strategies that uphold the firm’s reputation for trustworthy, proactive service.
Things to know about Beth
What hobbies do I enjoy?
“Quilting, reading, spending time with family.”
What’s on my ‘bucket-list’ for places to go?
Australia’s Great Barrier Reef
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.