Rebecca Howard
Rebecca Howard
Financial Advisor
.
What is it Like to Meet with Me?Financial Guidance
When you schedule an initial meeting, whether in person or virtually, we will connect for about 30-60 minutes and get to know each other. You can share any financial questions or concerns that you have, and I’ll ask about goals and dreams for your financial future. I'll share in detail the ways I can work with people, and you'll determine if it's a good fit. The goal of our first conversation is to identify if we want to work together.
It’s not easy when you have goals and dreams, but you aren’t sure how you will reach them. Working with a financial advisor, you can learn how to...
My qualifications
- Bachelors of Spanish, Cedarville University
- Series 7 - General Securities Representative
- Securities Industry Essentials
My state licenses
- Arizona
- California(Insurance Lic. #4320640)
- Illinois
- Michigan
- New York
- Ohio
- Pennsylvania
- Wisconsin
Office locations
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations