Rebecca joined Pinnacle Advisory Group (formerly The Enrichment Group) in 2013. She currently works with Andy Krone in preparing comprehensive plans for his clients. She graduated from the University of Central Florida in 2005 with a bachelor’s degree in Business Management, and she earned her Financial Paraplanner Qualified ProfessionalTM designation in 2014.
Why do people need wealth management?
People need wealth management to outline their most important objectives and create a plan to achieve them. Every client has a unique situation and personal goals that they are working to achieve. Working with a wealth manager to create a personalized plan to meet your specific needs is invaluable.
What’s the single biggest benefit to financial planning?
The single biggest benefit to financial planning is getting the comprehensive advice from your wealth manager. You benefit by having a team manage your investments, guide you regarding retirement planning, social security planning, estate planning, and offer suggestions about your taxes. Your advisor is there for you throughout life’s challenges, supporting you and helping you make the best financial decisions possible.
What do you do for fun?
When I am not at work, I enjoy spending time with my husband and daughter. She loves going to the park, swimming, and dance. I also enjoy watching sports—NFL and NBA seasons are my favorites!