Meet Rebecca
Partner & Wealth Advisor Rebecca Albers finds that the biggest questions asked by clients often begin with the words, “Can we…?” and it’s her goal to help clients reach the answer they want to those questions.
Above all else, she listens to clients to get to the core of what’s important to them. She works one-on-one with clients to discover the essence of their goals, whether that’s providing for their loved ones, enjoying their later years, or defining and setting a path to freedom.
Rebecca and her husband Rafe enjoy time with their three grown daughters Madeline, Carissa, and Briley - particularly in the outdoors hiking or hunting together. She also enjoys traveling, music and reading.
A graduate of the University of Northern Iowa where she earned a degree in Finance, Rebecca is an Iowan through and through. She’s one of few Chartered Market Technicians in the State of Iowa, a designation only awarded to advisors who demonstrate knowledge mastery of investment risk in portfolio management settings.
So far, her long career has been peppered with awards and recognition. A CERTIFIED FINANCIAL PLANNER™ professional, Rebecca was named a Forbes Best-in-State Wealth Advisor in 2022.
Rebecca Albers is a non-registered associate of Cetera Advisor Networks LLC, Member FINRA/SIPC.
Qualifications
- 14 years financial industry experience
- 2 years with Carson Wealth
- BA Finance, University of Northern Iowa
- CFP®
- CExP™
- CMT®
- Financial Planning Association
- Chartered Market Technician Association
- Investment News Women to Watch 2023
- 2023 Forbes Best-In-State Women Advisors
- 2022 Forbes Best-In-State Wealth Advisors