Follow Beth Greulich

Beth Greulich, CDFA, CFP®

Chief People Officer, Partner, Advisor

The reason I got into this profession

When my beloved grandfather passed away, I was only 9 years old. He was too young to die but even more sadly, he left my 60- year-old grandmother with a mountain of debt and no knowledge of finances whatsoever. She had never written a check nor had any idea how to live within a budget. Fortunately, my parents were able to help her get back on her feet financially. However she was a proud woman, and it hurt her deeply that she had to rely upon them. On more than one occasion, she said to me, “Beth, don’t ever let this happen to you.”

After a career in market research, I took some time off to raise a family. As I considered what to do next, I was driven by the memory of my grandmother. This fueled my desire to help others who lack confidence with their money management skills.

As a financial advisor, I work closely with my clients, many of whom are women, to develop a unique and personalized financial plan that solves their specific needs. It’s extremely important to me that each of my clients clearly understands and can visualize the different paths/options that lead them to their financial independence. There are many forks in the road of life, so it’s important and extremely empowering to understand the long-term impact of each decision along the way. 

Experience & Qualifications

Prior to co-founding Quantum, I was a financial advisor and partner at a $4B+ RIA based in Los Angeles, where I also led a team of advisors. In earlier years, I worked for two different market research companies, where I provided the highest level of service, including state of the art data, to consumer product companies as they tested new products and marketing strategies. I lived in 4 different states before settling down in Santa Monica, CA.  However, I serve clients nationwide.

Education

I earned a BA in Economics and Business from Vanderbilt. I hold a Certificate in Financial Planning from UCLA, am a Certified Financial Planner™, and Certified Divorce Financial Analyst.®

Our Quantum Advantage

At Quantum, we change our clients’ lives by helping them make smarter decisions about money. Because everyone needs a personal finance expert in their corner, Quantum advisors serve as your Personal CFO, so you can focus on the people, experiences and things that bring you joy and fulfillment. We tailor an investment approach to your values and goals and connect you with a team of trusted experts, creating a strong bench of advisors to advocate for you, so you can sleep well at night knowing your finances are in good hands.

Outside of work

I read anything I can get my hands on, including sources with which I may not agree, in order to gain new and different perspectives.  My husband, Geoff, and I love international travel  as well as trips to the east coast to spend time with our two granddaughters. A big fan of the outdoors, I take daily, long walks with my dog, and I recharge by hiking in the Santa Monica mountains. I am a passionate supporter of groups which empower women. I volunteer for Savvy Ladies, a non-profit group which supports women who generally have no access to financial planning. I am also a certified volunteer for the Downtown Women’s Center, the only all women’s shelter in the Skid Row neighborhood of downtown LA.