Rebecca Taylor, AIF®, CPFA®

Financial Consultant at Equity Planning Group, Ltd.
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Contact Information
us****@****om
(386) 825-5501
Location
Toledo, Ohio, United States, US

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Credentials

  • Certified Plan Fiduciary Advisor (CPFA)
    National Association of Plan Advisors (NAPA)
    Aug, 2020
    - Oct, 2024
  • Accredited Investment Fiduciary® (AIF®)
    Fi360, a Broadridge company
    Feb, 2020
    - Oct, 2024
  • Investment Advisor Representative
    Royal Alliance Associates
    Oct, 2008
    - Oct, 2024
  • Series 66 - Uniform Combined State Law Examination
    FINRA
    Oct, 2008
    - Oct, 2024
  • Series 7 - General Securities Representative Examination
    FINRA
    May, 2008
    - Oct, 2024
  • Insurance Agent, Health, Life, Variable Life & Variable Annuities
    Ohio Department of Insurance
    Aug, 2007
    - Oct, 2024

Experience

  • Equity Planning Group, Ltd.
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Consultant
      • Jan 2008 - Present

      Rebecca's roles at Equity Planning Group include the following: • Manager of the Retirement Plan Team • Oversees communications, marketing, enrollments, and education of all retirement plans • Supports plan sponsors and participants on a daily basis • 15 years in the financial service industry • Focuses on client relations for all investment clients • Communications and marketing with individual customers • Investment Advisor Representative; Series 7, 66 • Accredited Investment Fiduciary® (AIF®) and Certified Plan Fiduciary Advisor® (CPFA®) • Life, Health Insurance and Variable Annuity licensed in multiple states Show less

Education

  • The University of Toledo
    Bachelor's degree, Business Administration and Management, Finance

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