Rebecca Rapp
Planning Assistant at Buckingham Advisors- Claim this Profile
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Bio
Credentials
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Life and Health Insurance Agent
State of Ohio
Experience
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Buckingham Advisors
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United States
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Financial Services
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1 - 100 Employee
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Planning Assistant
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Apr 2022 - Present
"Buckingham Advisors is a unique team of professionals working together to create financial success for our clients. We are CFA® charterholders, CFP® professionals, CPAs, MBAs, insurance and tax professionals, and dedicated client support specialists. We are Millennials, Gen X, Gen Y, and Boomers. Yet we are much more than our credentials and diversity. We are all innovative thinkers helping you look to your future, and providing plans and strategies to ensure that you are on the right path to achieve your goals. Whether your family or career circumstances have changed, you’ve just received an inheritance you want to invest, or you want to think about selling your business, your Buckingham Advisors team of teams is ready to help secure the future you want." Show less
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Ameriprise Financial
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Remote
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Client Specialist
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Jan 2021 - Apr 2022
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Bankers Life
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United States
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Insurance
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700 & Above Employee
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Insurance Agent
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Sep 2020 - Aug 2021
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Mom
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Jul 2019 - Sep 2020
Home engineer Home engineer
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Ameriprise Financial Services, LLC
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United States
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Financial Services
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700 & Above Employee
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Administrative Assistant
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2006 - Jul 2019
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Education
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University of New Hampshire
Music Education