Advisor profile


My approach

Rebecca Wakefield - My approach photo

Planning for a confident retirement

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement®approach. I start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, I can help take the uncertainty out of planning for your financial future. Working together, I can help you feel more confident, connected, and in control of your financial life.

Rebecca Wakefield - My approach photo

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Women's Financial Strategies
23
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.