As an experienced Financial Professional, Beth's strategic purpose is to assist individuals, families and businesses in defining their financial goals and pursuing financial freedom. She is consistently dedicated to provide financial solutions to her clients and prospects. Beth has become a lifelong resource to her clients through financial strategies she provides, and she is dedicated to assisting them by being a financial coach through the various stages of their lives. At Newport Financial, Beth is able to utilize the team approach and draw upon the wealth of knowledge of associates to create custom designed financial solutions for each unique client.

Beth Ponte joined the financial and insurance industry in the fall of 2001. During her career she has focused on customer service and operational organization, allowing her the opportunity to develop strong leadership skills and implement a team approach to draw upon the knowledge of numerous companies, as well as associates, to provide high-quality, value-added strategies and financial longevity success.

A graduate of Roger Williams University in Bristol, Beth is a Member of the Newport County Chamber of Commerce and Middletown Rotary, and an Appointed Member of the City of Newport Beach Commission. Giving back to the Aquidneck Island community where Beth grew up is a lifelong goal she achieves by providing resources and education, while utilizing a simple, event driven approach.

I grew up in Rhode Island and continue to call it home, where the ocean, an active lifestyle, and a strong sense of discipline have always been central to my life. Through fitness and commitment to personal growth, I learned early the value of consistency, focus, and showing up with intention. Those principles shape how I approach my work today and set the foundation for my philosophy around thoughtful, long-term financial planning.

In late 2023, I joined Newport Financial, partnering closely with Beth through mentorship and collaboration. Since then, I help clients turn financial goals into actionable, long-term strategies. With a focus on retirement planning and wealth management, I serve individuals, women, and business owners who value clarity, confidence, and a personalized approach.

My philosophy—Invested in You—means every recommendation is designed to align with your future vision. I believe strong financial decisions are built through education, transparency, and trusted partnerships.

Driven by high standards and thoughtful planning, I remain committed to excellence, delivering guidance designed to preserve, grow, and sustain your financial future.

I believe that everyone deserves to feel confident about their financial future, —whether it's planning for retirement, building wealth, or creating a lasting legacy.