Advisor profile


My approach

Rebecca Wakefield - My approach photo

Build confidence in your financial future

Answer a few questions to see where you stand across key financial areas. Our 3-Minute Confident Retirement ® check can help you gauge your retirement readiness, and see how your financial confidence compares to others. Let’s talk about how I can help you set and reach your financial goals for today and tomorrow.

Rebecca Wakefield - My approach photo

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Women's Financial Strategies
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • CLTC® Certified Long Term Care®

Education

  • Bachelor of Fine Arts from North Carolina School of the Arts, 1976

Interests

When I am not involved in service my clients for financial advice, I enjoy the performing arts, especially opera and ballet. My husband and I love traveling. We take at least one trip a year to Mexico. Other than these interests, weight lifting is my favorite way to keep in shape.

Community participation

Being a part of this community, I contribute my bit along with my family by being a part of the Cystic Fibrosis Foundation which is a non-profit organization providing means to cure and control cystic fibrosis hence aims to improve the quality of life for people with the disease.

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.