About me
Rebecca Bar-Shain
Financial Planner
Rebecca works with clients to help them articulate their goals and then build the financial strength to achieve those dreams.
This means growing their financial knowledge, their financial confidence and their financial resources.
She combines financial expertise with emotional intelligence to create an environment that inspires and motivates her clients to make good decisions and actively pursue their goals.
Rebecca received a Bachelor of Science degree from Northwestern University and a Masters of Business Administration degree from the Wharton School of the University of Pennsylvania. She is a Registered Representative with Cadaret Grant and Investment Advisor Representative with Cadaret Grant and Cedar Brook Group, SEC Registered Investment Advisors.
