Rebecca Dawson is an experienced, independent financial advisor offering personalized wealth and investment management guidance to a select group of individuals, families, and businesses in Southern California and around the country. Her mission is to be a trusted advisor to her clients by partnering with them to identify what is most important in their financial lives while providing tailored solutions to help achieve their goals. Her commitment to this mission is defined by three core principles:1) Consultative Approach2) Personalized Guidance3) Lasting RelationshipsVarious professional and securities licenses held: FINRA Series 53, Series 79, Series 7, Series 22, Series 63, and CA Insurance.
Listed skills include Series 7, Securities, Investments, Insurance, and 14 others.