Missie Beach, CFP®, CDFA®

Senior Financial Advisor | Advisors

Missie Beach is a Senior Financial Advisor. Her role involves working with clients to formulate planning goals, develop and implement wealth management strategies and monitor clients’ progress in working towards their financial and investment goals. Missie has experience in all areas of financial planning, including retirement planning, estate planning, tax planning and risk management.

Prior to joining Wipfli Financial, Missie spent many years offering investment counsel and financial planning to high-net-worth individuals and families at Modera Wealth Management, LLC, and Homrich Berg, both independent wealth management firms. Prior to that, Missie worked for The Ayco Company, a Goldman Sachs company, where she worked on a team to provide comprehensive financial services to corporate executives as well as high-net-worth individuals. Her areas of focus included investment planning, income tax planning, cash flow analysis, retirement planning, estate planning and risk management.

Missie has shared her insights with national publications including the Wall Street Journal, USAA Magazine, Nerd Wallet, AARP and NAPFA Advisor Magazine. She has provided advice through “Jumpstart Your Retirement Days,” a free hotline sponsored by Kiplinger’s Personal Finance and NAPFA.

Professional memberships and activities

• National Association of Personal Financial Advisors – Leadership Development Committee, former South Region chairman and president