Rebecca Bradshaw Palmer

Head Of Financial Guidance at Fruitful

Rebecca Bradshaw Palmer, CFP®, has extensive experience in the financial industry. Rebecca currently holds the position of Head of Financial Guidance at Fruitful, where they began in August 2022. Prior to this, they worked as a Financial Guide at the same company from June 2022 to August 2022. Rebecca previously worked at Ellevest as a Financial Planner from July 2021 to June 2022. Before that, they held the role of Financial Planner, Author, and Educator at Planbay from February 2018 to January 2022. Rebecca gained experience as a Private Wealth Management Associate at First Republic Private Wealth Management from August 2015 to January 2018. Rebecca also worked as a Senior Associate in Financial Planning at SPC Financial, Inc. from September 2014 to August 2015.

Rebecca Bradshaw Palmer, CFP®, began their education in 2010 when they enrolled at Brigham Young University. Rebecca pursued a Bachelor of Arts degree with a major in French Studies and a minor in Business & Financial Management. After completing their undergraduate studies in 2014, Rebecca furthered their education at Georgetown University from 2014 to 2015. Rebecca participated in the CFP® Program, focusing on expanding their knowledge in the field.

Links

Previous companies

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Timeline

  • Head Of Financial Guidance

    August, 2022 - present

  • Financial Guide

    June, 2022