Shari Beck, CFP®

Financial Planner

Archbold, OH

P: (419) 446-4618
T: (888) 446-4670
F: (419) 446-4619

Shari Beck, Financial Consultant

Shari Beck, CFP®, is a Financial Planner located in the Everence® office in Archbold, Ohio. With an expertise in financial planning, investment management, and retirement strategies, Shari is passionate about helping families achieve abundance and peace of mind at any stage of their lives.

Shari has focused on preparing people for retirement and creating strategies that align financial decisions with their faith and values. In her role as financial planner, Shari enjoys helping families develop confidence in having “enough” and creating space for empowering her clients to support the people, causes, and organizations they care about most. Since joining Everence in 2012, Shari’s ability to communicate complex concepts in a relatable and engaging manner has garnered the trust and loyalty of their clients.

Frequently invited as a public speaker, Shari enjoys sharing her knowledge and insights on a range of financial topics. Her expertise in charitable giving, retirement planning (including Medicare and Social Security), and financial planning makes her a reliable voice in the field.

Shari lives in Pettisville, Ohio, with her husband, Jordan, and two children, Cade and Coy. She enjoys spending time outdoors, coaching and volunteering at her kids’ school, and watching the Buckeyes with her family.

Whether you are seeking expert guidance in financial planning, retirement strategies, or aligning your financial decisions with your faith and values, Shari brings a wealth of experience, knowledge, and a genuine passion for helping you achieve financial abundance.

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Disclosure

Advisory services and securities may be offered through a third-party registered investment advisor or registered broker-dealer that is not affiliated with Everence Trust Company. Investments and other investment-related and/or securities products are not NCUA or otherwise federally insured, may involve loss of principal and are not guaranteed.


Shari Beck, CFP® is licensed to discuss and/or offer financial services and/or products to residents of OH.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.