Rebecca supports the Financial Advisors in all aspects, including client relations, account preparation, transaction assistance, and account monitoring.
Before joining Walnut Creek Wealth Management, Rebecca spent seven years in the Real Estate Industry. She is dedicated to serving clients so that they can feel more comfortable about their financial future. Rebecca is also a notary public for the State of California.
Rebecca lives in the East Bay with her husband, Justin, and daughters, Kendall and Jordyn. She enjoys working out, cooking, wine tasting, shopping and cherishes time spent with her family.