CERTIFIED FINANCIAL PLANNER™
Cortnie Beaver
Cortnie Beaver is a CERTIFIED FINANCIAL PLANNER™ professional with Skye Wealth Management—focused on wealth protection and financial planning strategies. With over 10 years experience and a professional knowledge base, she specializes in helping individuals and small businesses work towards pursuing their financial goals.
Recognizing that each client has individual needs, Cortnie dedicates herself to understanding and appreciating each client’s particular situation before making recommendations. She believes in educating clients and works diligently to help them develop achievable goals, understand their financial choices and portfolios, and implement strategies that assist them in attaining their personal plans.
The financial services industry, tax codes, and federal regulations are constantly changing. To serve her clients to the best of her ability, Cortnie is constantly educating herself. Cortnie earned her bachelor’s degree from the University of Phoenix with a major in accounting. She is also a Chartered Retirement Plan Specialist.
In addition to her day to day job, she volunteers her as a Washington County Chamber of Commerce Ambassador, Arts Alliance of Greater Waynesboro treasurer, Habitat for Humanity Ownership Committee member and Brighter Horizons (financial literacy classes) as treasurer and teacher.
When she isn’t in the office helping clients or volunteering, you’ll find her spending quality time with her family, enjoying the outdoors or traveling.
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.
Recognizing that each client has individual needs, Cortnie dedicates herself to understanding and appreciating each client’s particular situation before making recommendations. She believes in educating clients and works diligently to help them develop achievable goals, understand their financial choices and portfolios, and implement strategies that assist them in attaining their personal plans.
The financial services industry, tax codes, and federal regulations are constantly changing. To serve her clients to the best of her ability, Cortnie is constantly educating herself. Cortnie earned her bachelor’s degree from the University of Phoenix with a major in accounting. She is also a Chartered Retirement Plan Specialist.
In addition to her day to day job, she volunteers her as a Washington County Chamber of Commerce Ambassador, Arts Alliance of Greater Waynesboro treasurer, Habitat for Humanity Ownership Committee member and Brighter Horizons (financial literacy classes) as treasurer and teacher.
When she isn’t in the office helping clients or volunteering, you’ll find her spending quality time with her family, enjoying the outdoors or traveling.
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.
Where Cortnie Finds Her Inspiration Each And Every Day…
Clarence
Logan
Xavier
Brandon & Rachel
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SKYE WEALTH MANAGEMENT
cortnie.beaver@prudential.com
223-386-6521
20140 Scholar Drive • Suite 311 • Hagerstown, MD 21742
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www.finra.org www.sipc.org LPL Enterprise Form CRS
Cortnie Beaver is a Financial Planner with, and offers securities and investment advisory services through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial.
LPLE and LPL Financial are not affiliated with Skye Wealth Management.
The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
This information is not intended as authoritative guidance or tax or legal advice. You should consult with your attorney or tax advisor for guidance on your specific situation.
Skye Wealth Management does business in the following states:
Securities: DC, MD, PA, VA, WV Variable Life Insurance: DC, MD, PA, VA, WV
Mutual Funds: DC, MD, PA, VA, WV Fixed Annuities: DC, MD, PA, VA, WV
Life Insurance: DC, MD, PA, VA, WV Variable Annuities: DC, MD, PA, VA, WV
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.
www.finra.org www.sipc.org LPL Enterprise Form CRS
Cortnie Beaver is a Financial Planner with, and offers securities and investment advisory services through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial.
LPLE and LPL Financial are not affiliated with Skye Wealth Management.
The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
This information is not intended as authoritative guidance or tax or legal advice. You should consult with your attorney or tax advisor for guidance on your specific situation.
Skye Wealth Management does business in the following states:
Securities: DC, MD, PA, VA, WV Variable Life Insurance: DC, MD, PA, VA, WV
Mutual Funds: DC, MD, PA, VA, WV Fixed Annuities: DC, MD, PA, VA, WV
Life Insurance: DC, MD, PA, VA, WV Variable Annuities: DC, MD, PA, VA, WV
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.