Rebecca Conner (ADPA, CFP®, CPA)

Rebecca Conner focuses in the
following client markets or areas of practice:

Business Owners

Corporate Executives

Entrepreneurs

Financial Psychology/Coaching

High Net Worth Client Needs

Hourly

Planning Specialties

Entrepreneurs, Generation Y, Technology Professionals, Those Seeking Enhanced Tax & Wealth Strategies

Additional Information

Money decisions are often driven by desires to feel happy, safe and secure. I help tech professionals and startup entrepreneurs make a plan to build their wealth.

What does it mean to you to live a wealthy life?

I believe that no matter what living a wealthy life means to you – maximizing your happiness begins with taking control of your financial life.

We offer you online, automated ways to manage your money with flexible financial planning. We work with tech entrepreneurs and employees as a financial coach and confidant, helping you grow your wealth.

I love what I do - I see your financial life as a big puzzle where I use the right strategies (pieces) that fit your needs and provide you a complete financial picture!