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Lucy Beppu, CFP®

Lucy Beppu, CFP®

Personal Financial Advisor

Lucy Beppu is a Personal Financial Advisor at Paul Ried Financial Group.  She has been a member of the team since 2005. Lucy began her career in the financial services industry as a securities broker prior to joining the Team at Paul R. Ried Financial Group. She holds the Certified Financial Planner (CFP®) designation as well as Series 7 and 66 registrations. Lucy attended Western Washington University and earned a Bachelor’s Degree in American Studies as well as a Master’s Degree in Education. In 2015 Lucy retired and then returned to the firm on a part time basis in June, 2016.  Her current role includes conducting client planning and account review meetings as well as serving in the client services area.

In her free time, Lucy enjoys reading, gardening, exercise and plans to travel more.