Beth Di Re Hartley, CPFA

Beth is Managing Partner of HUB Retirement and Wealth Management office in University Place, WA, where she serves as an advisor while overseeing the office’s day-to-day operations. Her work centers on retirement plan sponsors and their participants—guiding plan strategy and leading education and coordinating enrollment sessions that seek to help participants stay on track toward their goals.  Beth provides investment fiduciary oversight, serves as the liaison with the recordkeepers, plan sponsor, and participants—and additionally, supports a select group of private wealth clients.

Beth has more than 26 years of industry experience and has been with the firm since 2013, including a decade with Russell Investments and earlier roles at Columbia Pacific Management and The Stafford Group. She holds a BA in Business Administration (Finance and Management) from Seattle University; is a Certified Investment Management Analyst (CIMA®, advanced study at the Wharton Business School), and Certified Plan Fiduciary Advisor (CPFA®) through the National Association of Plan Advisors (NAPA). She also maintains her Series 7 and 24 securities registrations through LPL Financial, and the Series 66 registration through both LPL Financial and Global Retirement Partners (GRP).

A Pacific Northwest native, Beth has built her life in Tacoma, where much of her time outside the office centers on her kids, Jack and Ella. When she does get a free weekend, she’s usually on the golf course, traveling, or curled up with a good book.