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Rebecca Smith
Rebecca Smith
Wealth Advisor | Beacon Pointe
Phoenix, Arizona, United States
Rebecca Smith
Summary
Rebecca Smith is a dedicated Wealth Advisor at Beacon Pointe, where she specializes in helping clients navigate their financial futures through informed decision-making. With a strong focus on retirement planning, strategic tax solutions, and values-based investing, she tailors her approach to align with each client's unique life goals. Rebecca is passionate about empowering female investors, serving on the board of the Women's Advisory Institute, which aims to educate and engage women in financial matters. Her diverse background includes roles in financial advisory and investment management, showcasing her adaptability in the finance sector. A graduate of Weber State University with a degree in Business Administration, she combines her academic knowledge with practical experience to deliver comprehensive financial solutions. Outside of her professional life, Rebecca's interests likely extend to community involvement and mentorship, reflecting her commitment to fostering financial literacy. She is based in Phoenix, Arizona, and is always open to connecting with those looking to enhance their financial well-being.
Rebecca Smith
Work Experience
Wealth Advisor at
Beacon Pointe
January 2021 - Present
Women's Advisory Institute Board Member at
Beacon Pointe
January 2016 - Present
Financial Planning Associate at
Beacon Pointe
May 2016 - January 2021
Senior Registered Client Associate at
UBS
June 2014 - September 2015
Financial Advisor at
USAA
June 2013 - June 2014
Licensed Broker / Retirement Plan Specialist at
Charles Schwab
September 2010 - June 2013
Rebecca Smith
Education
Weber State University, Bachelor Of Business Administration (B.B.A.)
January 2000 - January 2004
January 1998 - January 2000
Frequently Asked Questions about Rebecca Smith
What is Rebecca Smith email address?
Rebecca Smith's primary email address is ******@beaconpointe.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Rebecca Smith work for?
Rebecca Smith is a Wealth Advisor at Beacon Pointe, a company specializing in Management consulting services.
Where Rebecca Smith graduated from?
Rebecca Smith holds a degree in Marketing from Weber State University.
How can I directly contact Rebecca Smith?
To contact Rebecca Smith directly, you can use the email address ******@beaconpointe.com. Complete contact information is available upon registration with Muraena.
Who is Rebecca Smith?
Rebecca Smith is a dedicated Wealth Advisor at Beacon Pointe, where she specializes in helping clients navigate their financial futures through informed decision-making. With a strong focus on retirement planning, strategic tax solutions, and values-based investing, she tailors her approach to align with each client's unique life goals. Rebecca is passionate about empowering female investors, serving on the board of the Women's Advisory Institute, which aims to educate and engage women in financial matters. Her diverse background includes roles in financial advisory and investment management, showcasing her adaptability in the finance sector. A graduate of Weber State University with a degree in Business Administration, she combines her academic knowledge with practical experience to deliver comprehensive financial solutions. Outside of her professional life, Rebecca's interests likely extend to community involvement and mentorship, reflecting her commitment to fostering financial literacy. She is based in Phoenix, Arizona, and is always open to connecting with those looking to enhance their financial well-being.
Rebecca`s contact details
******@beaconpointe.com
Colleagues
Partner, Senior Managing Director
Managing Director, Institutional Consulting
Member Board Of Directors
Partner, Managing Director
Director of Financial Planning
Chief Technology Officer / Wealth Advisor
Managing Director and Partner
Partner, Managing Director
Managing Director, Partner
Director of Operations