Rebecca Albers

CFP®, CExP™, CMT®
Partner & Wealth Advisor
Contact Rebecca

Meet Rebecca

Rebecca Albers is an award-winning Partner & Wealth Advisor based in West Des Moines, Iowa with 16 years of experience in the field.

Rebecca begins each relationship with thoughtful discovery designed to uncover what truly matters to her clients – their values, goals, family dynamics, and the legacy they hope to create. From that foundation, she develops a comprehensive financial plan tailored to each client’s vision.

With a focus on simplifying complex decisions, Rebecca provides results-driven strategies across investments, tax planning, estate considerations, and long-term wealth preservation. Her approach emphasizes clarity, confidence, and thoughtful stewardship – helping clients align their wealth with the impact they want to make today and for future generations.

In her asset management work, she delivers discreet, curated solutions rooted in discipline, risk management, and a deep understanding of market behavior.

Rebecca is a Certified Exit Planner (CExP™), offering guidance on business exit planning as part of a broader, long-term wealth strategy. She ensures transitions are intentional and aligned with personal, charitable, and multi-generational goals.

As one of only a few Chartered Market Technicians (CMT®) in Iowa, Rebecca brings advanced knowledge in technical analysis and risk management – strengthening her ability to deliver informed, decisive investment guidance.

She is also a CERTIFIED FINANCIAL PLANNER® professional and holds a degree in Finance from the University of Northern Iowa. Her career is rooted in a genuine passion for helping individuals and families make confident, well-aligned financial decisions.

Her dedication to excellence has earned industry recognition, including:

  • Investment News Women to Watch – 2023
  • Best-in-State Women Advisor – 2023
  • Forbes Best-in-State Wealth Advisor – 2022

Outside of work, Rebecca and her husband, Rafe, cherish time with their three grown daughters. She enjoys being outdoors – traveling, hiking, or hunting with Rafe – and finds fulfillment in music, whether attending live performances, taking violin lessons, or re-learning piano and guitar. A dedicated reader, Rebecca values time, connection and meaningful experiences.

Qualifications

Icon/Paid Volunteer Day Created with Sketch. Experience
  • 16 years financial industry experience
  • 3 years with Carson Wealth
Education
  • BA Finance, University of Northern Iowa
2. Icon / 2. Decorative / Product / Fee Trades Copy Certifications
  • CFP®
  • CExP™
  • CMT®
Professional Memberships
  • Financial Planning Association
  • Chartered Market Technician Association
  • Association of Business and Industry
Awards
  • Investment News Women to Watch 2023
  • 2023 Forbes Best-In-State Women Advisors
  • 2022 Forbes Best-In-State Wealth Advisors
Contact Rebecca

Carson Wealth

1080 Jordan Creek Parkway Suite 300 North
West Des Moines, IA 50266
(515) 410-9140

Direct Line

(515) 410-9148

Financial Services

Areas of Focus

  • Pointer Image Exit Planning
  • Pointer Image Private Client
  • Pointer Image Trust & Estate Advisor Services

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.

Investment News Women to Watch 2023 Award Disclosure: InvestmentNews Women to Watch: Awarded to Rebecca Albers (2023). The Investment News Women to Watch list is based on the following criteria: Demonstrated success and leadership in the financial advisory industry; Proven ability or power to effect change in the industry; An exhibited willingness to share her expertise with others in the field, including by serving as a mentor or role model to other female professionals in the industry and speaking at industry events; Has given back to her community through activities such as sitting on boards, volunteering and donating time to help investors. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.

2023 Forbes Best-In-State Women Advisors Award Disclosure: Forbes Best-in-State Women Advisors: Awarded to Rebecca Albers (2023). The Forbes ranking of Best-In-State Women Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years' experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Research summary as of 44,028 nominations received, based on thresholds - 23,245 invited to complete on-line survey - 19,697 telephone interviews - 4,689 in-person interviews at Advisor's location, and 1,507 total virtual interviews. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.

Forbes Best-in-State Wealth Advisor: Awarded to Rebecca Albers (2022). The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years’ experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Research summary as of 34,925 nominations received, based on thresholds – 19,640 invited to complete online survey – 14,476 telephone interviews – 2,657 in-person interviews at Advisor’s location, and 1,311 web-based interviews. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.