Savvy Ladies Volunteers
Volunteer’s Bio
I came to the U.S. 30 some years ago with less than $100 in my pocket and an airline ticket purchased with borrowed money. I achieved my American dream with the help of many, many, many kind people, every step of my way! Financial knowledge is power. For this chapter of my career, I have my dream job of meeting new friends while keeping close old ones, sharing my financial and parenting knowledge and experience, helping people in need, just like those people who were there for me----starting many years ago, throughout my life, and ever present even up to today!"
Rebecca is the founder of RRG Wealth Advisors, based in San Francisco.
Prior to joining Core Planning, Rebecca served as a Portfolio Manager and later as Director of Equity Portfolio Management at BNY Mellon for over 20 years.
She holds a Ph.D in Economics and the CFA and CFP® credentials. As a CFP® (CERTIFIED FINANCIAL PLANNER™) professional, she has completed extensive training and adheres to the highest ethical and educational standards, acting in a fiduciary capacity to provide clients with truly objective advice free from external influence.
Rebecca lives in San Francisco with her husband, two daughters and their little dog, a lovely tea cup Pomeranian.
Rebecca speaks both English and Mandarin Chinese.
Areas of Expertise (as specified by volunteer)
Budgeting;Career and Income;Debt Management;Divorce and Money;Family Finances;Investing;Marriage and Money;Retirement;Small Business;Wealth Management;Career Coach
