Maureen Beno began her financial services career in 1999 with Vantage, as part of an advisor team. She formally established her own practice at Vantage in 2005 and became registered to offer investment advisory and consulting services in 2007. Prior to joining Vantage, she enjoyed a 13 year career as an analyst with an energy firm.
Maureen enjoys helping individuals and families develop plans to manage their financial goals and pursue their unique financial objectives. She works hard to cultivate and maintain great working relationships with her clients. Maureen works with clients throughout all life stages when needs are present for investment, insurance, estate planning or general financial advice. She views each relationship within her practice as a partnership that starts and ends with the client’s specific needs and goals.
A 1992 graduate of Baldwin Wallace University, located in Berea, Ohio, Maureen earned a Bachelor's degree in Business Administration with a minor in Finance.
Maureen holds her Series 6, 7 & 63 securities registrations as well as Life, Accident & Health and Variable Annuity insurance licenses (CA Insurance Lic #0F56493) and is an Investment Advisor Representative.