Rebecca Tipton, CFP ®
Servicing Advisor
Rebecca’s work as a Servicing Advisor entails interacting with clients to support all facets of financial planning: investments, retirement planning, risk management, income tax planning, and estate planning. She is also involved in the meeting preparation and follow-up processes. The heart of her work is using her experience and training to help clients feel comfortable and confident about their financial lives.
Rebecca has over 20 years of experience in the financial services industry. She received her Bachelor’s Degree in English from Ohio University, and her MBA from Franklin University. She holds Series 7, 66 and life and health insurance licenses. She is also a Certified Financial PlannerTM professional.
In her spare time, Rebecca enjoys spending time outdoors with her husband and two children.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER (tm) and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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Case studies are intended to illustrate the types of financial issues faced by actual clients. They should not be construed as a testimonial for or endorsement of Lineweaver Wealth Advisors. They do not represent the experience of any advisory client. Each client’s situation is different, and their goals may not always be achieved. Lineweaver Wealth Advisors, LLC, is not engaged in the practice of law or accounting. Tax information provided is general in nature and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Tax rules and regulations are subject to change at any time.
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