Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Pouliot is a financial advisor with Captrust, specializing in providing financial planning and investment management services. Rebecca holds a Certified Financial Planner designation and has been in the financial services industry since 2000. Her experience spans various roles, including positions at RINET COMPANY, LLC in Boston, MA and CapFinancial Partners, LLC in Raleigh, NC. She is currently registered with the state of Massachusetts and Texas. Rebecca is dedicated to helping individuals and families achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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MA
03/01/2022 - Present
Captrust (Boston MA)
Active
Inactive
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