Originally from the greater Sacramento area, Rebecca graduated with her bachelor’s degree in economics from the University of California, Santa Cruz. After receiving her degree, she began working as a financial advisor at Wells Fargo Advisors in Carmel, CA in 2017. With innate curiosity for continuous learning, she has received extensive education in financial planning through the CERTIFIED FINANICAL PLANNER™(CFP®), Chartered Financial Consultant®(ChFC®), and Chartered Retirement Planning Counselor™ (CRPC™) certifications. Currently, she serves as a board member as well as the Tax and Legislation Chair of the Sacramento Estate Planning Council.
In working together, Rebecca and her clients lay the foundation for success by crafting a comprehensive roadmap through a structured process tailored to your unique circumstances. She firmly believes that financial planning extends far beyond numbers and spreadsheets. It is about understanding her clients on a personal level, appreciating their dreams, and recognizing the significant life events that shape their financial landscape. Rebecca’s focus is to ensure that their financial plans adapt and evolve alongside all of life’s changes.
Having thoroughly evaluated all relevant factors, she then proceeds to develop personalized and innovative investment strategies to identify new opportunities for wealth preservation and growth with the ultimate goal to get you from where they are today, to where you would like to be.
In her free time, she enjoys cooking, traveling, hiking, yoga, paddle boarding, exercising, and spending time with friends and family. She has a large family with three brothers and one sister so, she says, “there is rarely a dull moment at the family game night or afternoon barbeque”.
Rebecca officially joined The Sierra View Group at Morgan Stanley in 2023. She is enthralled to be working alongside and collaborating with such a highly skilled and educated team, and to have the tools and resources available at Morgan Stanley to enable her to best serve her clients.
Services Include
- Financial Planning
- Retirement Planning
- Wealth Management
- Professional Portfolio Management
- Business Planning
- Business Succession Planning
- Estate Planning Strategies
- Philanthropic Management
- Planning for Individuals with Special Needs and their Families
- Cash Management and Lending ProductsFootnote9
Securities Agent: VA, AZ, SD, OK, NC, IA, UT, MT, CA, AL, WY, WA, OH, MS, MA, CO, OR, FL, MN, TX, MD, ID, NY, NV, IL, MO; General Securities Representative; Investment Advisor Representative
NMLS#: 1517946
CA Insurance License #: 0L81747