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Beth Lofgren, Financial Advisor

FINANCIAL ADVISOR
Beth Lofgren

CFP®, CEPA®, RICP®
1726 Gunbarrel Rd Suite 150, Chattanooga, TN 37421opens in a new window
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Healthcare Professionals

About Beth

I enjoy partnering with my clients as their financial advisor. Prior to my time with Edward Jones, I worked for over 15 years as a clinical hospital pharmacist.

Using an established process, I build customized financial strategies for my clients that are designed to help achieve their unique goals. I take the time to truly listen to my clients and gain an understanding of what is important to them. Once the strategies are implemented, I maintain regular contact with my clients to inform them of any developments and address any needs or changes in their situations. In order to provide a...

Work History

  • Edward JonesOctober 2017 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

  • RICP®

    Retirement Income Certified Professional®

Education

  • Univ of Tennessee-MemphisDoctor of Pharmacy
  • University of Tennessee-MartinBachelor of Science

Personal Interests

  • Animal Rescue
  • Spending Time with Family
  • Cycling
  • Mountain Biking

Team Members

  • Darlene Barnes
    Sr. Branch Office Administrator
  • Kristin Spencer
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Phone

(423) 499-4144

Fax

(888) 426-2586

Office Address

1726 Gunbarrel Rd Suite 150
Chattanooga, TN 37421opens in a new window

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