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Simplified Financial Advice.

Meet Rebecca

 

Senior Wealth Advisor Rebecca Albers finds that the biggest questions asked by clients often begin with the words, “Can we…?” and it’s her goal to help clients reach the answer they want to those questions.

Above all else, she listens to clients to get to the core of what’s important to them. She works one-on-one with clients to discover the essence of their goals, whether that’s providing for their loved ones, enjoying their later years, or defining and setting a path to freedom.

Rebecca and her husband Rafe enjoy time with their three grown daughters Madeline, Carissa, and Briley – particularly in the outdoors hiking or hunting together. She also enjoys traveling, music and reading.

A graduate of the University of Northern Iowa where she earned a degree in Finance, Rebecca is an Iowan through and through. She’s one of few Chartered Market Technicians in the State of Iowa, a designation only awarded to advisors who demonstrate knowledge mastery of investment risk in portfolio management settings.

So far, her long career has been peppered with awards and recognition. A CERTIFIED FINANCIAL PLANNER™ professional, Rebecca was named a Forbes Best-in-State Wealth Advisor in 2022.

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. 

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