Advisor profile


My approach

Rebecca Golembiski - My approach photo

Personalized advice to help you achieve your goals

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Rebecca Golembiski - My approach photo

Areas of focus

  • Charitable Giving
  • Employee Stock Options
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CLTC® Certified Long Term Care®
  • Series 7 - General Securities Representative Examination
  • Series 31 - Futures Managed Funds Examination
  • Series 65 - Uniform Investment Adviser Law Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Life and Health Insurance

Interests

I enjoy outdoor sports-golfing, hiking, skiing, time with my family and friends, and travel different places with my family to see the world. I recently celebrated my 31st anniversary with my husband, Jim. My daughter, Julianna, graduated college this year and will be pursuing further medical education. My son, James, is a high school junior and is an honor student and typical teenage boy that plays competitively in hockey and lacrosse.

Community participation

  • Junior League of Bergen County Sustainor Advisor
  • Bergen County Professional Women's Network
  • American Cancer Society, GWB Challenge committee

Awards & recognition

  • FIVE STAR Wealth Manager, 2013-2021

Professional associations

  • Tri-County Chamber of Commerce, Executive Board
  • Fair Lawn Chamber of Commerce
  • Bergen County Professional Women's Network