Beth Xu, Tax Manager at Capstone Financial Advisors Inc.

Beth Xu

Tax Manager at Capstone Financial Advisors Inc. | Greater Chicago Area, United States

Profile last verified September 2026
Financial Services Verified Profile Greater Chicago Area, United States Illinois State University
Verified

Personal Email

***@yahoo.com

Personal • High Confidence

Phone Number

130*****

United States • Mobile

Free account · No credit card · 5 profiles/month

Beth Xu Socials
Beth Xu Work Experience

Tax Manager at Napleton Dealership Group in October 2026 - October 2026

Manager, Family Wealth Services at McGladrey in October 2026 - October 2026

Supervisor with High-Net-Worth Group at McGladrey in October 2026 - October 2026

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Senior Staff Accountant at McGladrey in October 2026 - October 2026

Staff Accountant at McGladrey in October 2026 - October 2026

Staff Accountant at Henning, Strouse, Jordan and Stevens in October 2026 - October 2026

Loan Officer at Bank of China in October 1998 - October 2026

Tax Manager at Capstone Financial Advisors Inc. in October 2026 - Present

Beth Xu Education

Illinois State University, Master

Beth Xu Skills
Accounting CPA Accountants Financial Reporting Auditing Account Reconciliation Financial Statements Financial Analysis Tax Research Internal Controls
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General Ledger Accounts Receivable Financial Accounting Tax Cash Flow Forecasting Corporate Tax GAAP Income Tax QuickBooks Variance Analysis
About Beth Xu’s Current Company
Capstone Financial Advisors Inc.

At Capstone Financial Advisors, you’ll find more than a financial advisor. You’ll find a partner willing to get to know you, your family, and your financial goals. When we opened our doors in 1999, we had one mission in mind: Deliver goal-based financial planning and personalized wealth management services. More than 20 years later, that tradition continues. We’ve built broad services that are coupled with personalized attention to help you feel empowered and confident about your financial decisions and achieve your financial dreams. As a fee-only, personal financial advisory firm, Capstone works with high-net worth individuals, families, and institutions.

Discover more about Capstone Financial Advisors Inc.
Beth Xu’s Colleagues
Jason Telford

Jason Telford

Greater Chicago Area

Senior Wealth Advisor at Capstone Financial Advisors Inc.

Senior Wealth Advisor at Capstone Financial Advisors, Inc.
(October 2026 – Present)

Amber Salzman

Amber Salzman

Greater Chicago Area

Manager of Client Services at Capstone Financial Advisors, Inc.

Manager of Client Services at Capstone Financial Advisors, Inc.
(July 2019 – Present)

Elijah Pinkevich

Elijah Pinkevich

West Chicago, Illinois, United States

Financial Planning Analyst at Capstone Financial Advisors

Financial Planning Analyst at Capstone Financial Advisors Inc.
(May 2023 – Present)

Elizabeth Lardizabal

Elizabeth Lardizabal

Lombard, Illinois, United States

Senior Client Service Specialist @ Capstone Financial | Financial Paraplanner, Client Services

Senior Client Service Specialist at Capstone Financial Advisors Inc.
(July 2019 – Present)

Kari Mckinley

Kari Mckinley

Naperville, Illinois, United States

Wealth Advisor at Capstone Financial Advisors Inc.

Wealth Advisor at Capstone Financial Advisors Inc.
(June 2014 – Present)

Claribel Herrera

Claribel Herrera

Greater Chicago Area

Senior Operations Administrative Assistant at Capstone Financial Advisors Inc.

Senior Operations Administrative Assistant at Capstone Financial Advisors Inc.
(October 2026 – Present)

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Frequently asked questions about Beth Xu

What is Beth Xu email address?

Email Beth Xu at [email protected] and [email protected]. This email is the most updated Beth Xu's email found in 2026.

How to contact Beth Xu?

To contact Beth Xu send an email to [email protected] or [email protected].

What company does Beth Xu work for?

Beth Xu works for Capstone Financial Advisors Inc..

What is Beth Xu's role at Capstone Financial Advisors Inc.?

Beth Xu is Tax Manager

What industry does Beth Xu work in?

Beth Xu works in the Financial Services industry.

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