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portrait of Beth A Percival
FINANCIAL ADVISOR

Beth A Percival

CFP®
4740 44th Ave SW Suite 102, Seattle, WA 98116opens in a new window
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About Beth

Who do you discuss your financial goals with? I am passionate about helping new investors get started and helping experienced investors stay on track. Whether you need to save to purchase a home, save for a child’s college education or plan for retirement, I can help.

I earned a bachelor’s degree in business administration from Pacific Lutheran University (PLU) in Tacoma, WA. At PLU, I was an active member and president of Alpha Kappa Psi business fraternity.

Prior to joining Edward Jones, I spent 19 years working as a bookkeeper for small businesses and individuals in the greater Seattle area. As a...

Focus Areas

  • New Investors
  • Sustainable investing
  • Retirement Savings Strategies
  • Insurance & Annuities
  • LGBTQ+ Finances
  • College Savings

Work History

  • Edward JonesOctober 2017 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Pacific Lutheran UniversityBachelor of Business Admin

Personal Interests

  • Spending Time with Family
  • Pickleball
  • Running
  • Crocheting/Knitting
  • Pets

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 06:00PM
Tue 09:00AM - 06:00PM
Wed 09:00AM - 06:00PM
Thu 09:00AM - 06:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(206) 922-7511

Fax

(844) 854-2402

Office Address

4740 44th Ave SW Suite 102
Seattle, WA 98116opens in a new window

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