Rebecca Walser: Top 100 Financial Planner
Financial Planning: the industry that many people truly need in their lives! A lot of people do not understand investments, stocks, what companies to invest in, etc. It is a confusing and complicated space that only true masters know how to understand and pivot to use. This is where financial planning and investment firms come into the picture. Yet, most of these firms do not carry the correct expertise and knowledge to actually make significant money for their clients. Yet, one woman, someone who was not even expected to get into the financial planning space, entered the market and immediately made waves. This woman is Rebecca and she will run you over if you get in her way and only has one goal: be the number one financial planning firm in the world.
Rebecca (@rebeccawalser on Instagram) did not always start in financial planning. In fact, Rebecca actually started as a tax attorney, graduating from the University of South Florida, the University of Florida, and New York University where she ultimately obtained her Doctor’s in Law. Regarded as one of the best intellectual in the field, Rebecca started her career as a student of some of the best financial investors in the business. As Rebecca started to master the field and learn the ins and outs of the investing space, she realized that she could do better than what the current top firms were offering. So, in spite of multiple close friends telling her it was too risky, she started her own investment firm, the rest is history.
Walser Wealth Management blew up almost overnight. Their strategy was simple: invest the client’s money just how they would invest their personal funds. Rebecca, her associates, and her agency give the same care to the investment fund that they would their own fund. They have been so successful in fact that most of the returns that their clients are getting beat that of some of the top financial planning firms worldwide. So, it goes without saying that Rebecca is here to say and it will be exciting to see what her and her firm can accomplish over the next couple of years.
