Dunham
Rebecca Pearson, CFP®, CEPA, currently serves as Regional Account Manager and Regional Director at Dunham since December 2016, with a focus on regional marketing in the West U.S. Prior to this role, Rebecca worked as a Wealth Advisor at Sigma Financial Corporation from June 2012 to October 2016, specializing in customized retirement strategies that leveraged regulatory and governmental insights to reduce taxes and enhance benefits. Rebecca holds a Financial Planning Certificate from Boston University and has an educational background from Louisiana State University.
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Dunham
In 1985, Dunham & Associates Investment Counsel Inc., (“Dunham”) was founded with the uncommon idea that fees paid by clients should be tied, in some way, to the performance of the investments they own. Today, Dunham and its affiliate Dunham Trust Company (“DTC”) have grown to become a multi-billion dollar firm, but we are still driven by the values of fairness and accountability that the firm was founded on more than three decades ago. Important Disclosure: Dunham & Associates Investment Counsel Inc., reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Dunham & Associates Investment Counsel Inc. will not accept purchase or sale orders via LinkedIn or its messaging systems. Dunham & Associates Investment Counsel Inc. is not responsible for content posted by third-parties. Statements and messages for US residents only and subject to the following terms; https://www.dunham.com/. Dunham & Associates Investment Counsel, Inc. offers access to trust services through Dunham Trust Company, an affiliate of Dunham. Dunham & Associates Investment Counsel, Inc. is a Registered Investment Adviser and Broker/Dealer. Member FINRA/SIPC. Third-party posts found on this profile/page do not reflect the views of Dunham & Associates Investment Counsel, Inc. (“DAIC”). They have not been reviewed by DAIC as to accuracy or completeness.