Advisor profile


My approach

Rebecca Rooks - 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 Rooks - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Intergenerational Planning
  • Estate Planning Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Charitable Giving
  • Sustainable and Responsible Investing
  • Wealth Preservation Strategies
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • AWMA® Accredited Wealth Management Advisor℠
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • MBA - Oregon Executive MBA Program - University of Oregon
  • BS - Accounting, Computer Science - Oregon State University

Interests

  • Hot Air Balloon Crew Member - Annual Tigard Balloon Festival
  • Traveling to Foreign Countries - planning for Ireland in near future
  • Wine Tasting - love my reds!
  • Connecting with great friends for investigating new restaurants, walks around town or enjoying the Symphony and Broadway shows.

Community participation

Participate in the annual Service Day by volunteering at the Clark County and Oregon Food Banks.

Board member for Dean's Council of Excellence, Business School, Oregon State University.

Annual support to Oregon State University- Rebecca Rooks Scholarship Fund, Juliette's House, Oregon Symphony and Portland Broadway.

Awards & recognition

  • Ameriprise Circle of Success, 2015-2020
  • Ameriprise Client Experience Award, 2020

Professional associations

  • OSU Alumni Association
  • Advancement of Women in Leadership In Portland (OSU)

Previous experience

  • Financial Advisor, Waddell & Reed, 1991-2011

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.