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portrait of Carla A Beck
FINANCIAL ADVISOR

Carla A Beck

CEPA®, CRPC™
4 Haverhill Rd, Chester, NH 03036opens in a new window
CallSend Me a Message

About Carla

After 15 years of working in technology and obtaining a master’s degree in finance, I joined the Edward Jones team as a financial advisor in 2015. The characteristics I developed as an electrical engineer and a student of finance — analytical, meticulous, organized and creative — in combination with the resources I have access to at this firm uniquely benefit my clients and help me to design solutions to their complex needs.

I am a Chartered Retirement Planning Counselor™ professional and focus on planning for and optimizing supplemental income streams for use in retirement. Additionally, I have obtained my Certified Exit...

Focus Areas

  • Retirement Savings Strategies
  • Information Technology Professionals
  • Values and Faith Based Investing
  • Charitable Giving
  • Business Retirement Plans
  • Insurance & Annuities

Work History

  • Edward JonesJanuary 2015 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Bentley UniversityMaster of Science
  • Worcester Poly InstBachelor of Science

Personal Interests

  • Baking
  • Camping
  • Golfing
  • Health & Nutrition
  • Vintage Cars

Team Members

  • Kimberly Galipeau
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(603) 378-2795

Fax

(855) 379-5307

Office Address

4 Haverhill Rd
Chester, NH 03036opens in a new window

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