Missie Beach, CFP®, CDFA®
The Wiser Wealth team is committed to helping clients identify, understand and commit to a long-term planning and investment objective that is both realistic and appropriate. Our investment and planning solutions are based on putting you first, by operating as a fee-only firm and accepting fiduciary responsibility.
Missie Beach, CFP®, CDFA® and Senior Financial Advisor, joined Wiser Wealth in 2022. Missie brings over 20 years of financial planning experience with several large, independent RIA firms prior to joining Wiser. Her role involves working with clients to formulate planning goals, develop and implement wealth management strategies, and monitor clients’ progress in working towards their financial and investment goals. Missie has experience in all areas of financial planning including retirement planning, estate planning, tax planning, college planning, and risk management.
Missie graduated cum laude with a bachelor’s degree in Business and a minor in Dance from Wake Forest University. She received her master’s degree in Personal Financial Planning from Georgia State University, where she was named Outstanding Personal Financial Planning Graduate Student of the Year. Missie holds the CERTIFIED FINANCIAL PLANNER™ certification and she is also a Certified Divorce Financial Analyst® professional.
Missie has shared her insights with national publications including the Wall Street Journal, USAA Magazine, Nerd Wallet, AARP, and NAPFA Advisor Magazine. Missie has provided advice through “Jumpstart Your Retirement Days” – a free hotline sponsored by Kiplinger’s Personal Finance and the National Association of Personal Financial Advisors (NAPFA). She is the past Chairman of NAPFA’s South Region and currently serves on the Leadership Development Committee.
She is an active parent volunteer at The Westminster Schools. In her free time, she enjoys watching her sons’ sporting events with her husband.