Beth Roché

CFP®

Financial Advisor

502.882.4611

Beth is a Financial Advisor with Meritrust Wealth Management and has been with the firm since 2017. She understands the unique challenges of the sandwich generation—those supporting their children and caring for aging parents. Her personal journey has given her deep insights into these issues. Starting her career by assisting families with transitioning their parents into assisted living and managing their finances led her to become a CFP®. Now, she helps others navigate their financial responsibilities with confidence and peace of mind, offering personalized strategies for retirement, healthcare costs, education funding, and more. Her comprehensive planning covers all aspects of your financial life, from daily budgeting to long-term investments. With empathy and understanding, Beth offers compassionate and caring financial guidance.

  • Education

    • Bachelor of Arts Liberal Studies, Spalding University, Louisville KY

  • Professional Affiliations

    Certified Financial Planner (CFP®) accreditation


  • Community Involvement

    • Atherton HS Parent Teacher Association Past President
    • Master Gardener

  • Registrations and Licenses

    • Series 65
    • Series 7
    • Series 63
    • Life Insurance

  • Specialties

    • Retirement Planning
    • Estate Planning
    • Healthcare, Insurance, and Long-Term Care Planning
    • Tax Optimization
    • Investment Management
    • Education Funding