Bullish Habits
Beth Rehberg is an experienced leader and entrepreneur currently serving as the Founder of Bullish Habits since September 2023 and a Member of CEOX, a community for high-level executives, since August 2023. Prior to these roles, Beth held the positions of Chief Executive Officer and Director of Operations at 7CTOs from 2020 to September 2023, and served as a Board Member for the New Technical Fund during the same period. Additionally, Beth was the Director of Operations and Wealth Management Advisor at Northwestern Mutual from September 2009 to 2020 and worked as a Financial Advisor at Raymond James & Associates from August 2007 to August 2008. Beth earned a Bachelor of Science in Business Management from the University of Florida - Warrington College of Business between 2000 and 2004.
This person is not in any teams
This person is not in any offices
Bullish Habits
Does your financial advisor sound like Greek? Or maybe you're being sold products you don't understand and the online platforms have you curious to open an account. Do you have old 401ks sitting everywhere and a budget that's non-existent? Ever feel like you're sitting still and missing opportunities? We've been taught to trust others with our money. We've followed our parents' footsteps and now find ourselves in complex investment vehicles and life insurance policies that benefit someone else more than us. We allow the car dealership or the realtor to tell us how much we can afford and we're drowning in subscriptions. We can flip the script and do it better. It's time to ditch the fancy jargon, simplify the world of finance and step into the driver's seat. Trust me, no one cares about your money as much as you do and reaching your first $1M isn't a matter of one good investment. With a roadmap and a toolkit of resources, you can take control of your money, become a partner with your advisors, and build financial habits that grow your money. 🚀 "Everyone should know what they own and why they own it." -Peter Lynch