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Breakwater Investment Management

About Us

Beth Steinhaus, CFP®

Principal Advisor and Chief Compliance Officer:
Beth Steinhaus, CFP®

Designations and Degrees

  • Certified Financial Planner™ practitioner
  • Working in financial advising industry since 2007
  • Masters of Teaching English to Speakers of Other Languages, 2009, Seattle University, Seattle, WA
  • Visiting Student, 2004, Universidad de Salamanca, Salamanca, Spain
  • Bachelor of Arts, 2004, University of Michigan, Ann Arbor, MI
  • Secondary Education teaching certification, 2004

Professional Memberships and Contributions

  • Seattle Neighborhood Group Treasurer, Board of Directors, Seattle, WA

Personal

  • Past volunteer - Seattle Humane Society and Seattle International Film Festival. I enjoy hiking, kayaking, paddle boarding and other outdoor activities. I am a reader of high and low quality novels, aspiring chef, and love live theatre and traveling. I enjoy exploring the region with my husband and son and being involved in my local community.

Ellen Khan, Client Relations Manager

Client Relationship Manager:
Ellen Khan

Designations and Degrees

  • Bachelor of Arts, 2018, Soka University of America, Aliso Viejo CA
  • Visiting student, 2017, Universitat de Valencia, Valencia, Spain

Personal

  • I am an avid social justice advocate. I previously worked for Amnesty International and continue to volunteer for non-profits. I also am rarely found without my analog camera outside of the office.

Our form ADV (PDF) and our Client Relationship Summary form CRS (PDF) are regulatory disclosures that are great resources to further research our firm. For more information or for an initial consultation, please contact us.