Rebecca Baker, Cpa, Cfp®, Cepa

Rebecca Baker, Cpa, Cfp®, Cepa Email and Phone Number

Chief Operating Officer, Partner at Marble Wealth @ Marble Wealth
Rebecca Baker, Cpa, Cfp®, Cepa's Location
Greater Montgomery Area, United States
About Rebecca Baker, Cpa, Cfp®, Cepa

Rebecca is a Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER™ professional. She also holds the Certified Exit Planning Advisor (CEPA) designations. She received her BS in Business Administration (Accounting) from the University of Alabama as well as her Master of Business Administration (Accounting) from Auburn University Montgomery.Prior to her career in the wealth management industry, she worked for 10 years in the tax and audit areas at a CPA firm in Montgomery, Alabama. Rebecca has experience in various areas including corporate audit, corporate and individual taxation, and wealth planning. Rebecca focuses on client relationships and reviews, along with financial planning.Rebecca and her husband, Jason, live in Montgomery, Alabama with their two children.

Rebecca Baker, Cpa, Cfp®, Cepa's Current Company Details
Marble Wealth

Marble Wealth

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Chief Operating Officer, Partner at Marble Wealth
Rebecca Baker, Cpa, Cfp®, Cepa Work Experience Details
  • Marble Wealth
    Chief Operating Officer, Partner
    Marble Wealth Aug 2022 - Present
    Montgomery, Alabama, United States
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  • Ubs
    Financial Advisor
    Ubs Apr 2016 - Aug 2022
    Montgomery, Alabama
    -Wealth Management-Retirement Planning-Strategic Financial Planning-Business Analysis-Risk Management-Generational Wealth Advising
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  • Morgan Stanley
    Financial Advisor
    Morgan Stanley May 2014 - Apr 2016
    Montgomery, Alabama
    -Wealth Management -Retirement Planning-Financial Planning
    View
  • Aldridge, Borden & Company, Pc
    Cpa - Director Of Business Development & Marketing
    Aldridge, Borden & Company, Pc May 2012 - May 2014
    Montgomery, Alabama
    -Business Development-Marketing-Strategic Planning-Recruiting of Professional Staff
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  • Aldridge, Borden & Company, Pc
    Cpa - Tax Manager
    Aldridge, Borden & Company, Pc Jun 2004 - May 2012
    Montgomery, Alabama
    -Certified Public Accountant-Financial Reporting-Income Tax (Corporate, Partnership, Individual)-Multi-state Income Tax-Auditing-Financial Analysis-Tax Research-Payroll Services-Payroll Tax-Bookkeeping
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Rebecca Baker, Cpa, Cfp®, Cepa Education Details

Frequently Asked Questions about Rebecca Baker, Cpa, Cfp®, Cepa

What company does Rebecca Baker, Cpa, Cfp®, Cepa work for?

Rebecca Baker, Cpa, Cfp®, Cepa works for Marble Wealth

What is Rebecca Baker, Cpa, Cfp®, Cepa's role at the current company?

Rebecca Baker, Cpa, Cfp®, Cepa's current role is Chief Operating Officer, Partner at Marble Wealth.

What schools did Rebecca Baker, Cpa, Cfp®, Cepa attend?

Rebecca Baker, Cpa, Cfp®, Cepa attended University Of Alabama, Auburn University At Montgomery.

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