Beth Handwerker, CFP®, JD, CDFA, CKA

Director of Financial Planning

Beth is the Director of Financial Planning at James Investment, where she helps successful professionals and business owners bring clarity and confidence to their complex financial lives. With a background in estate planning and a passion for solving multifaceted wealth puzzles, Beth enjoys helping clients see how all the pieces: investments, taxes, estate strategies, and cashflow, fit together into one cohesive plan.

Beth believes that true financial planning goes beyond documents and numbers. It’s about preparing the next generation for the responsibility of wealth and ensuring that each client’s legacy, both financial and personal, is preserved. She especially enjoys capturing family stories, recipes, and history to ensure that wisdom is passed along with wealth.

Her passion for estate and financial planning stems from personal experience. After her mother’s passing, Beth witnessed firsthand how small titling errors and missed details can create major headaches for families. These experiences fuel her commitment to helping clients avoid similar challenges by ensuring assets are titled correctly and transitions happen as smoothly as possible.

At James, Beth partners with clients to simplify complexity, provide thoughtful guidance, and help families achieve long-term peace of mind, today and for generations to come.

  • CERTIFIED FINANCIAL PLANNER™ professional
  • Certified Divorce Financial Analyst® (CDFA)
  • Certified Kingdom Advisor® (CKA)
  • Juris Doctor (JD), American University Washington College of Law
  • B.S. Financial Services, Wright State University

Away from the office:
Outside of work, Beth enjoys board games with her family, where their shared competitive streak often makes for lively evenings. She also loves to build puzzles, embroider and read historical fiction.

Meet Our Team