Elizabeth Beltran
About Elizabeth Beltran
Elizabeth Beltran is a Financial Representative at Modern Woodmen of America, where she has worked since 2020 in Orange County, California. She specializes in creating personalized financial strategies and actively engages with her community through volunteer activities.
Work at Modern Woodmen of America
Elizabeth Beltran has been employed as a Financial Representative at Modern Woodmen of America since 2020. In this role, she operates in Orange County, California, where she utilizes her knowledge of financial products to assist members in developing personalized financial strategies. Elizabeth engages actively with the local community through various volunteer activities, reflecting the organization's commitment to community service. She also participates in educational initiatives provided by Modern Woodmen of America, aimed at enhancing member benefits and ensuring that clients are well-informed about their financial options.
Education and Expertise
Elizabeth Beltran holds an Associate of Science degree in Business Administration from Orange Coast College, where she studied from 2012 to 2016. She furthered her education at California State Polytechnic University-Pomona, earning a Bachelor's degree in Banking, Corporate, Finance, and Securities Law from 2018 to 2020. Her educational background equips her with the necessary expertise to help members define their financial goals and objectives, as well as to create and adjust financial plans that align with their evolving needs.
Background
Prior to her current role, Elizabeth Beltran worked as a Clinical Associate at CHOC Children's from 2015 to 2020. This position lasted five years and provided her with valuable experience in a healthcare environment. In 2019, she briefly served as a Project Coordinator at XD Industries for one month. Her diverse work history contributes to her comprehensive understanding of client needs and enhances her ability to provide tailored financial advice.
Achievements
In her role at Modern Woodmen of America, Elizabeth Beltran has successfully assisted members in creating personalized financial strategies. She regularly reviews and adjusts these financial plans to ensure they remain aligned with the members' evolving needs and goals. Her commitment to community engagement and educational activities further demonstrates her dedication to enhancing member benefits and supporting the financial well-being of her clients.