Title: Financial Planner
Company: Beckmann Financial
Location: Denver, Colorado, United States
Allie Beckmann, RFA, Financial Planner at Beckmann Financial, has been recognized by Marquis Who’s Who Top Executives for dedication, achievements, and leadership in financial services.
With years of experience to her credit, Ms. Beckmann has excelled as a flat-fee financial planner with Beckmann Financial since 2023, a position in which she works with entrepreneurs on comprehensive financial plans that include budgeting, savings, insurance, investments, taxes and estate planning. Prior to her success in finance, she began her career as a professional theatre actor, director and educator between 2008 and 2021. During this time, she was additionally active as a project and event manager for Glen Hills Middle School from 2011 to 2012, a digital marketing intern for Songwhale in 2012, a lead server for Corner Table Restaurants from 2014 to 2016, the project manager and community consultant for Meow Wolf from 2016 to 2018, a business development manager and teacher trainer for Maitri Yoga Center from 2016 to 2019, and program manager, lead facilitator, and teaching artist with Mirror Image Arts from 2017 to 2020. Further finding success as the owner, founder, yoga teacher, and wellness facilitator with Widespread Wellness between 2018 and 2021, Ms. Beckmann served as an agent with The New York Life Insurance Company from 2021 to 2022, a financial services professional with NYLIFE Securities LLC from 2021 to 2022, and a flat-fee financial planner with Maestro Associates from 2022 to 2023.
Before embarking on her professional path, Ms. Beckmann pursued an education at Goldsmiths, University of London, where she studied theatre abroad in 2008. She concluded her formal studies at Illinois Wesleyan University, graduating with a Bachelor of Arts in theatre arts, magna cum laude, in 2010. Ms. Beckmann further obtained her registration as a financial associate from IARFC and her Series 6, 63, 65, and 7 licenses from FINRA.
Attributing her success to her resilience, which is bolstered by her daily dedication to practicing yoga and meditation, as well as her steadfast commitment to overcoming any challenge in her way and the support of her mentors, role models, and friends, Ms. Beckmann has been celebrated with the 2010 John L. Clark Award in Literary Studies from Illinois Wesleyan University and as the 2021 Rookie of the Year by New York Life Insurance Company. Looking toward the future, she hopes to cement herself as a positive influence within her industry by establishing an independent investment advisory firm that is both profitable and sustainable. Hoping to establish herself as a disruptor integrating behavioral, financial and emotional intelligence into finance services, Ms. Beckmann likewise aims to remain a vocal advocate for creativity and a provider of education and resources toward basic financial literacy.
*Advisory services are offered through Beckmann & Company, LLC (dba “ Beckmann Financial”) an Investment Advisor in the State of Colorado.
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