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Elizabeth Bennett

President Message

Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

Bio

“With three decades of experience within the venture capital, corporate America, and individualized planning spheres plus a lifetime of learning, Elizabeth Bennett enjoys educating and assisting clients as they define and map out their financial dreams and set goals for the future. As Principal and Owner at Chesapeake Financial Planning & Tax Services, LLC, she enjoys meeting with clients and reviewing investments as she puts her financial planning and wealth management skills to use. For Beth, helping others become and stay financially educated and secure is the most rewarding facet of her role. Because she has personal experience seeing the drastic difference being educated and having a financial mentor can have on a person's life, she carries a deeply personal commitment to each client she serves. She strives to provide her clients with complete objectivity, transparency, and the most customized strategies. Beth is a fiduciary and CERTIFIED FINANCIAL PLANNER™. She also puts her tax background experience to use as she provides recommendations to minimize individual tax burdens. Beth understands the value of time management and hard work. While she maintained a full-time job, she attended and graduated from Penn State University. She received a bachelor's degree in accounting and was additionally awarded her MBA from Meredith College. Beth is a registered representative and investment adviser representative with Cambridge Investment Research, Inc., and is a member of the Financial Planning Association (FPA). In her free time, Beth enjoys spending quality time with her husband and her son Joey when he is in town. She is an avid fitness enthusiast, beachgoer, and mom to her furry baby, Luie, who accompanies her occasionally to the office.”

Professional Experiences

Languages

Groups / Clubs

Area of Expertise

Professional Licenses

Certifications

Certified Financial Fiduciary ®

Education

Instructor Events

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