Please extend a warm welcome to Rebecca Incledon!
Rebecca has joined Cultivating Wealth as our newest Associate Financial Planner. She’ll be attending client meetings, preparing financial plans and supporting our lead financial planners.
Rebecca transitioned from working in the non-profit sector so she can help people utilize money as a tool to achieve their life goals. She has completed the CERTIFIED FINANCIAL PLANNER(™) educational requirements and passed the comprehensive exam in November 2021.
As a lifelong learner, Rebecca enjoys delving into all of the facets of comprehensive financial planning. Rebecca was inspired to become a financial planner after a positive experience as a financial planning client.
When she is not working, she loves spending time with her family, singing in choirs, and finding new places to explore in Chicago.
- Are You Working Remote in a Different State? Do You Know the Tax Implications? - August 3, 2022
- What Should You Do with Your Company Stock in 2022? - March 12, 2022
- Welcome to the team, Rebecca! - February 4, 2022