Elizabeth Beltran

Elizabeth Beltran

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 that the help we give our members truly changes their lives for the better. Knowing that I can help an individual or a family reach their goals is what makes me happy and is the reason why I'm here.

I serve members in…

all of California and Texas, but Zoom allows me to work in any of the 46 states Modern Woodmen serves members.

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! That includes families, small-business owners and those who want to start their retirement planning.

I attended…

California State Polytechnic University, Pomona. I graduated with a B.S. in business administration with a concentration in finance, real estate, and law.

I am very proud of…

the work I do here at Modern Woodmen. It is life-changing.

Before Modern Woodmen, I…

worked at a children's hospital helping 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…

making a difference in members' lives by passing on the knowledge of how to plan for retirement or how to protect their families with life insurance. I feel good knowing I helped make a positive impact in their lives.

A favorite moment in my career was when…

I understood just how important the plans I help with are. A client of mine mentioned the peace of mind she had right after meeting with me. She was able to let go of her worries after our first meeting. I noticed then what an impact Modern Woodmen and my work have on our members.

“The best part of my career is making a difference in members' lives. Passing on the knowledge of how to plan for retirement or how to protect their family with life insurance, I feel good knowing I helped make a positive impact on their lives.”
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 also has two dogs that we consider family - Onyx (Husky) and Harley (German Shepherd).

In my free time, you can find me…

spending time with the family by cooking delicious meals and listening to great music.

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 of my life. I grew up in San Clemente and have always stayed in Orange County.

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 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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