Marquis Who’s Who Honors Allie Beckmann for Leadership in Financial Planning and Entrepreneurship

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    DENVER, CO, July 02, 2024 /24-7PressRelease/ — Allie Beckmann has been included in Marquis Who’s Who. As in all Marquis Who’s Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.

Ms. Beckmann is a financial planner and Registered Investment Advisor in the state of Colorado who launched her firm, Beckmann Financial, in 2023. Specializing in providing a range of services, including retirement planning, investment management, insurance, estate, tax, and business planning, she prioritizes helping her clients grow their wealth by putting their vision, values, and goals at the forefront. Taking a unique approach to business, Ms. Beckmann particularly enjoys providing comprehensive financial planning and behavioral coaching catering to visionaries, disrupters, and changemakers. She also frequently works with creative and service-based entrepreneurs and individuals in unique roles and groups, such as the LGBTQ+ community.

Before launching her firm, Ms. Beckmann found success with Maestro Associates as a financial planner and with New York Life Insurance Company as an agent and financial services professional. Pivoting to this sector, she formerly spent 15 years in arts and entertainment, acting, performing, directing, and educating in theater. Ms. Beckmann also garnered success with her first business as a yoga teacher and meditation instructor, teaching corporate health and wellness, private lessons, and wedding yoga.

Civically active, Ms. Beckmann has been active as an educator for the global nonprofit Junior Achievement USA since 2022. She is also affiliated with the Redline Contemporary Art Center in Denver since 2016.

Ms. Beckmann graduated from Nicolet High School in 2006. She subsequently studied Theatre Arts at Illinois Wesleyan University where she ultimately earned a Bachelor of Arts in theater arts and graduated magna cum laude in 2010. She also spent time studying abroad, focusing on theater studies at the University of London, Goldsmiths in 2008. Ms. Beckmann was driven to acquire her certifications in her current industry, earning a designation as a Registered Financial Associate through the International Association of Registered Financial Consultants, receiving her Series 6, 63, 65, and 7 securities licenses through the Financial Industry Regulatory Authority, and as a licensed life and health insurance producer in Colorado. Additionally, Ms. Beckmann holds credentials in Mental Health First Aid and as a Registered Yoga Teacher and has been trained to facilitate in the style of Trauma-Informed Care since 2016.

Contributing to her success, Ms. Beckmann has been active as a member of the Business Networking International (BNI), The Dames Networking Group, the Actor’s Equity Membership Candidacy, and the Yoga Alliance.

Ms. Beckmann has been honored for her work ethic, receiving the Rookie of the Year Award (Colorado) from New York Life Insurance Company in 2021. During her college years, she also won the John L. Clark Award in Research & Literary Studies from Illinois Wesleyan University in 2010.

*Advisory services are offered through Beckmann & Company, LLC (dba ” Beckmann Financial”) an Investment Advisor in the State of Colorado.

About Marquis Who’s Who®:

Since 1899, when A. N. Marquis printed the First Edition of Who’s Who in America®, Marquis Who’s Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Who’s Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. The suite of Marquis® publications can be viewed at the official Marquis Who’s Who® website, www.marquiswhoswho.com.

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