Broker Check

1921 Palomar Oaks Way, Suite 106

Carlsbad, CA 92008

Ph: 760-476-1966 | Fax: 760-683-5148

Beth Clarke

Beth Clarke

Client Services Manager

As Client Services Manager for Landry Financial, Beth is the first and best contact for clients seeking customer service for accounts managed by our firm. Beth’s expertise is coordinating the many details of managing client data, scheduling appointments, processing paperwork, and helping to ensure compliance with regulatory matters. She is committed to helping clients receive timely and effective answers to their questions and providing exemplary client service. She enjoys this diverse experience and is rewarded by the friendships and business partnerships she makes.

Beth began her career in financial services in 2000 with IDS/American Express which later became Ameriprise Financial Advisors. She was a valued member of a local firm providing comprehensive financial planning for its clients. Her attention to detail, excellent rapport-building skills, and dedication to her work significantly contributed to the firm’s top-tier ranking status.

In her spare time, Beth enjoys spending time with family, traveling, golfing, fishing, and gardening.