Megan Madden, CFP®, CES®, serves as a Financial Planner at Bethesda Wealth Planning Group, where she combines technical expertise with a heartfelt commitment to client empowerment. Raised in northern New Jersey, Megan began her financial career at Goldman Sachs in New York, gaining invaluable experience in high-level financial analysis. She then transitioned to UBS, where she spent 3.5 years on a private wealth team, advising a diverse clientele ranging from single mothers striving for financial stability to Fortune 500 executives managing complex portfolios.​

Megan holds both the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Estate and Trust Specialist™ (CES®) designations, underscoring her dedication to professional excellence and ethical standards. Her mission is to demystify financial planning and make it more accessible, particularly for women who have historically been underserved in the financial sector.​

Beyond her financial practice, Megan is a certified Pilates coach, reflecting her holistic approach to well-being and balance. She believes that financial health is an integral part of overall wellness and strives to help her clients achieve both.​

Megan’s approach is characterized by empathy, clarity, and a commitment to helping clients navigate their financial journeys with confidence and purpose.​