Elizabeth Beltran | Modern Woodmen Financial Representative

Elizabeth Beltran

FIC

Elizabeth Beltran

FIC

Modern Woodmen membership is about relationships. We take time to get to know you and your needs. Get to know me and how we might connect.

Contact Elizabeth Beltran
At work

At work

At work

Why I do what I do

Why I do what I do

I believe the help we give members truly changes their lives for the better. Knowing I can help an individual or family reach their goals makes me happy. It’s the reason I'm here.

I serve members in…

California, Arizona and Texas. Zoom allows me to help people across the country.

I can help you plan for life using a variety of tools, including…

life insurance, annuities, mutual funds and variable annuities.

I enjoy working with…

everyone. I like helping families, small-business owners, corporate professionals, medical professionals, and anyone who wants to start retirement planning.

I attended…

California State Polytechnic University, Pomona. I graduated with a bachelor’s degree in business administration with a concentration in finance, real estate and law.

I am very proud of…

the work I do at Modern Woodmen. It’s life-changing for my members, and something I truly enjoy.

Before Modern Woodmen, I…

worked at a children's hospital. I helped patients and families have a pleasant stay during difficult times.

I chose Modern Woodmen because…

I believe in the organization's mission - not only for the way it improves the quality of family life, but also for the way it supports the community and allows me to give back.

The best part of my career is…

building long-term, meaningful relationships with members and having them tell their friends and family about me.

A favorite moment in my career was when…

I understood the importance of the plans I help members create. A member mentioned the peace of mind she gained after meeting with me. She let go of her worries after our first meeting.

“The best part of my career is making a difference in members' lives. Passing on my knowledge about how to plan for retirement or life in general is a blessing. I’m thankful for the people who put their trust in me.”
At home

At home

At home

My life outside of work

My family includes…

my parents, four siblings, my sister-in-law, two nephews and one niece. My brother has two dogs we also consider family: Onyx, a husky, and Harley, a German shepherd.

In my free time, you can find me…

spending time with my family cooking delicious meals and listening to great music. I enjoy running outside, practicing my skills at golf ranges, and discovering new restaurants.

I’m passionate about…

personal development and succeeding in all the goals I have set for myself.

My greatest blessing is…

my family.

Community impact

In the community

In the community

My local community impact

I have lived in my community…

all my life. I grew up in San Clemente and stayed in Orange County. I now live in North Orange County and am involved in the Whitter community where my main office is located.

What I like best about my community is…

the support everyone gives each other.

I’m a member of…

CHOC Latino Advisory Council and the Orange County Hispanic Chamber of Commerce.

My favorite volunteer activities are…

those that give back to organizations that help children and teens.

It’s very important to me to support my community. My favorite Modern Woodmen programs are:

Matching Fund projects to raise money for those in need.

Contact

Contact me

Let’s connect

We can help you review your needs and plan for your financial future throughout life. (Learn more about Modern Woodmen's Planning for Life system and products.) Because Modern Woodmen is a fraternal financial services organization, we can also explore the benefits of being a member.

Your financial goal(s)
I’m interested in learning more about:
Modern Woodmen is licensed to sell life insurance and annuity products in most states. This information should not be considered a solicitation in those states where Modern Woodmen is not licensed.
Insurance Lic : CA 4054450

Securities offered through MWA Financial Services Inc., a wholly owned subsidiary of Modern Woodmen of America, 1701 1st Avenue, Rock Island, IL 61201, 309-558-3100. Member: FINRA, SIPC. Products are available in most states. Individual representatives may not be licensed to sell all products. Check the background on either the firm or the representative on FINRA’s BrokerCheck.

Let’s plan together for…

Please select…

Select a financial goal from the drop-down menu to find helpful tips and articles.

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