Rebecca Dreyer is a Chartered Retirement Planner Counselor (CRPC®) and the President of Dreyer Wentworth Wealth Management. She previously held positions at Morgan Stanley and at Merrill Lynch as a Senior Financial Advisor and has been working with both high net worth individual and institutional investors for the past decade helping them to build and to preserve their wealth. She specializes in investment planning (including tax-free investing and principal protection), retirement planning and legacy planning. She is a regular guest speaker for many LA area organizations and is a Financial Consultant holding her Series 7, 24, 66 (through LPL Financial), CA Life/Health Insurance Licenses, and CA Long Term Care License. She graduated cum laude from Mount Saint Mary's College with a degree in Business Administration and Marketing and has completed the CFP® - CERTIFIED FINANCIAL PLANNER - professional (tm) Certification Curriculum in Financial Planning: Process and Environment, Fundamentals of Insurance Planning, Income Taxation, Planning for Retirement Needs, and Fundamentals of Estate Planning.
Rebecca works with each client on an individual basis to optimize a match between client risk and reward. Each investment is individually chosen based on a path toward achievement. Once we create a path together, we work with each client on a regular basis to ensure investments as well as needs are on track. We like to partner with clients, not dictate to them. Rebecca keeps it simple, "I think we all have enough people in our lives telling us what to do. Our clients have a true financial consultant that will give professional advice while taking their personal financial situation into account and not force some uncomfortable investment on them that will keep them awake at night. Providing independent advice is the key."