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Betsy Merritt

Financial Planner - New Break Financial

Betsy Merritt is a seasoned Financial Planner with a wealth of business experience.

Starting with a strong foundation in finance, inspired by her mother's pioneering success as the first female CFP® in San Diego, Betsy embarked on her own entrepreneurial journey before joining forces with her mother.

She currently serves as a Financial Planner and Branch Manager at New Break Financial, having previously held roles at Securities America Inc. and Cetera Advisor Networks LLC.

Betsy's educational background includes a Bachelor of Arts in Business Administration and Management from the University of Redlands.

Apart from her professional pursuits, Betsy enjoys spending her leisure time sailing on her boat 'Ali'i Kai.'

Highlights

Nov 18 · savingplaces.org
National Trust Legal Advocacy
Ex-Cetera rep Betsy Jo Merritt wins FINRA arbitration award
Ex-Cetera rep Betsy Jo Merritt wins FINRA arbitration award

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Location

Greater San Diego Area