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Beth Botti CFP®, ChFC, CLU, CDFATM

Beth Botti CFP®, ChFC, CLU, CDFATM


Beth began her career in the financial services field in 2000 working as a registered principal at Commonwealth Financial Network. In 2003, she joined Equitable Advisors in Milford, CT where she has built her own financial services practice. She focuses on wealth management and small business planning.

Beth is a Certified Financial Planner TM professional who holds the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations. She graduated cum laude from Brandeis University with a dual Bachelor of Arts degree in Politics and Economics. She also earned a master’s degree in International Economics and Finance from the Brandeis University International Business School. Her studies included an academic year in Berlin, Germany through the Congress Bundestag Exchange Program and academic work at Bocconi University in Milan, Italy.

Beth enjoys traveling and volunteers with the American Field Service, a youth exchange program dedicated to promoting a more peaceful world through intercultural learning and understanding. She also participates in the Sacred Heart Academy Summer Internship Program mentoring young women with a desire to join the business world.

Beth lives in North Haven with her husband David and their two children.

Beth Botti is a registered representative and investment advisor representative who offers securities and investment advisory services through Equitable Advisors (NY, NY 212-314-4600), member FINRA/SIPC, and is an agent who offers annuity and insurance products through Equitable Network, LLC and/or its insurance agency subsidiaries. California Insurance License # OG24537