Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Lees is a financial advisor with Core Planning. Rebecca has been in the industry for over 20 years. Rebecca is licensed to provide investment advice in Missouri. Rebecca is also the owner of Purpose Financial Coaching, LCC in Crozet, VA where she provides financial education, content creation and coaching as well as consulting and implementation support for budgeting solutions. Rebecca offers financial planning and portfolio management for individuals, working with both high-net-worth and non-high-net-worth individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MO
09/10/2024 - Present
Core Planning (ST. LOUIS MO)
Active
Inactive
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