Cfp® Rebecca Pearson Cepa

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.