Betty Rauch
Associate Financial Advisor
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ABOUT
I guide individuals, families, and business owners to build, preserve, and transfer wealth. My experience includes developing comprehensive financial plans, managing investments, and providing strategic guidance to help clients work towards success. As your partner, we will work together to understand your specific short and long-term goals to create a customized financial roadmap.
QUALIFICATIONS
- Registered Client Associate with Montanti Advisory Services - LPL Financial (July 2023-April 2024)
- Holds FINRA Series 7, 63 and 66 securities licenses with LPL Financial
- Holds Florida life, health and variable annuity license
EDUCATION
Graduated from Florida State University with a degree in Biological Sciences
PERSONAL
Growing up in South Florida, I started my career as a high school science teacher and soccer coach, spending a total of eight years in education. I currently reside in Boca Raton, FL with my husband and 12 year old son. On weekends I enjoy watching my son play baseball and love the beach.