Beth Misak

Sr. Investment Advisor

Beth Misak

Beth Misak is a Senior Investment Advisor for True Link Financial Advisors, LLC. Misak brings more than 17 years of experience in the financial services industry and has served as a California Licensed Professional Fiduciary (CLPF). Prior to joining True Link Financial Advisors, she was a Vice President at HearthStone Private Wealth Management, where she provided financial advisory services to professional fiduciaries. Misak is an active member of the Professional Fiduciaries of California (PFAC) having served on the conference fundraising committee since 2019, is a member of the Society for Estate and Trust Practitioners (STEP), and is a member of Probate Attorneys of San Diego (PASD).  Beth can be reached at

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