Our highly qualified team represents a variety of specialties within the financial services profession. That means you have an array of expertise at your service to offer solutions that address your specific needs, ranging from investment and insurance planning to retirement and wealth preservation planning.
Whether it’s a comfortable retirement, education, ensuring your legacy is passed down, or planning for the unexpected, you can count on C. Beach Brown to help you get there.
Cecilia Beach Brown, CFP®
While she serves a diverse client base, Cecilia specializes in financial strategies and education for women and retirees. As a Certified Financial Planner® practitioner who earned the Certified Divorce Financial Analyst® (CDFA™) designation in 2007, she is highly qualified to help individuals who are experiencing transitions in their lives, such as divorce, retirement, or widowhood.
Her top-down approach entails working with a team of professionals to help clients implement a wide range of strategies designed to help improve financial confidence. These include retirement, estate planning, asset management programs, insurance strategies, and tax strategies*.
Cecilia offers fee-based financial planning, investments, and insurance as an advisory representative of Lincoln Financial Securities Corporation. However, as an independent agent, she is not obligated to sell only Lincoln Financial products, which allows Cecilia to select suitable options designed to pursue client’s individual needs.
Cecilia earned her bachelor’s and master’s degrees from Johns Hopkins University. She completed her financial planning coursework at Georgetown University. In addition, she has passed the FINRA Series 7 and 66 examinations and also holds a Maryland Life and Health Insurance license.
Cecilia lives in Annapolis with her husband and two daughters. She is actively involved with the Zonta Club of Annapolis http://zontaclubannapolis.org/home as well as the Anne Arundel Women Giving Together http://www.givingtogether.org/. In her spare time, she enjoys quilting, running, crabbing, and cooking.
Securities and investment advisory services offered through Lincoln Financial Securities Corp. (Member SIPC). C. Beach Brown, LLC, and Lincoln Financial Securities are not affiliated.
*Neither Cecilia Beach Brown nor Lincoln Financial Securities offer tax advice. For questions regarding your tax situation, please consult your tax planner.