Beth is a San Diego native and graduated from San Diego State University with a degree in Finance. She has worked in a variety of financial positions including commercial and private lending banker (San Diego Trust and Savings Bank, Cash Manager (Dole Foods), Financial Analyst (Security Pacific Bank and National Medical Enterprises.)
After years of corporate life, Beth wanted to be her own boss so she started a career in mortgage lending and real estate in Manhattan Beach. After five years, her father, Sam Lipman, asked Beth to join him in his growing financial planning practice with the goal of eventually taking over when Sam retired. She agreed and moved back to San Diego in 1999. They worked together for many years until Sam retired in 2003 confident that his clients would be in “good hands”. Beth lives in North County with her husband and two boys.