Beth Greulich
CDFA®, CFP®
Quantum Financial Advisors, LLC
Chief People Officer, Partner, Advisor
Beth Greulich
CDFA®, CFP®
Quantum Financial Advisors, LLC
Chief People Officer, Partner, Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Beth Greulich, CDFA®, CFP®
Fee-Only financial planner located in Manhattan Beach, CA, serving clients locally and across the country
Meet Beth Greulich
Beth Greulich is Chief People Officer, Partner, and Advisor at Quantum Financial Advisors located in Manhattan Beach, CA.
When my favorite 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 and my desire to help others who lacked 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.
Beth Greulich is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
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Beth Greulich is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Beth Greulich
Office Locations:
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1240 Rosecrans Ave
#120
Manhattan Beach, CA 90266