Lucy Beppu, CFP®
Personal Financial Advisor
Lucy is a Personal Financial Advisor at Paul Ried Financial Group, LLC. 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, LLC. She holds the CERTIFIED FINANCIAL PLANNER™ certification 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.