Rebecca Yerby (CFP®)
Rebecca Yerby focuses in the
following client markets or areas of practice:
- Charitable Giving
- College/Education Planning
- Hourly
- Millennials
- Women's Financial Planning Issues
- Charitable Giving
- College/Education Planning
- Hourly
- Millennials
- Women's Financial Planning Issues
Planning Specialties
My practice focus is working with mission-driven, young professionals and families. I believe there is a lot more to life than how much money you have in your various accounts. I want to work with clients who are looking for ways to also maximize their impact - whether that is charitable service or charitable giving. I want to help my clients best align their resources to meet their goals while also helping find ways to impact others. I help clients with comprehensive financial planning including: cash flow management and savings, investment allocation, education planning, risk management review/planning, employee benefit review, retirement planning, charitable giving, etc. I also do limited scope engagements for specific planning topics.Additional Information
Hi, I'm Rebecca Yerby. I am a wife, mother, and CERTIFIED FINANCIAL PLANNER™ professional. I live in a suburb of Birmingham, Alabama with my husband, two sons, and two rescued Labrador Retrievers. I studied Accounting at The University of Alabama and started my career as a tax staff accountant at a local CPA firm. After a few tax seasons, I made the move to work with the firm's Financial Planning and Wealth Management group. There I not only developed my skills as a financial planner, I also developed a love for educating others about financial matters and helping people achieve their financial goals. I continued my career there for several years before moving and serving as a client advisor with another wealth management group. In October of 2022, I realized I needed to take a step back from the corporate world to spend more time with our kids. In April of 2023, I launched four10 planning to continue to serve clients without feeling like I had to choose being a financial planner over being a mom and wife. I look forward to working with young professionals and young families who want to build solid financial foundations to give them the freedom to live generously. Outside of raising my family and building four10 planning, you will find me serving in various capacities in our community.NAPFA Start Date
June 05, 2023
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