Meet Rebecca
Rebecca’s mission is to transform, “Can we…?” into “We can!” by deeply understanding and addressing her clients’ most pressing financial questions.
As a Certified Exit Planner (CExP™), and one of few Chartered Market Technicians (CMT) in Iowa, Rebecca brings specialized skills in business transitions and risk management, helping ensure that her clients receive top-tier advice.
Outside of work, Rebecca and her husband, Rafe, cherish time with their three grown daughters, Madeline, Carissa, and Briley. Whether traveling, hiking, hunting, or enjoying music and reading, Rebecca finds joy in life’s simple pleasures.
Rebecca’s dedication and excellence have been recognized with numerous awards, including Investment News Women to Watch in 2023, Best-in-State Women Advisor in 2023, and Forbes Best-in-State Wealth Advisor in 2022.
A CERTIFIED FINANCIAL PLANNER® professional with a degree in Finance from the University of Northern Iowa, Rebecca has a deep-rooted passion for helping others. Rebecca is committed to guiding her clients toward financial freedom
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Rebecca Albers is not registered with Cetera Wealth Services LLC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is no way related to Cetera Wealth Services or its registered representatives.
Qualifications
- 15 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
- Association of Business and Industry
- Investment News Women to Watch 2023
- 2023 Forbes Best-In-State Women Advisors
- 2022 Forbes Best-In-State Wealth Advisors