In 2013, rebel Financial was created to challenge the “Wall Street” status-quo of corporate greed through profit maximization. We believe that all companies should be good community actors, running social enterprises, that try to better all stakeholders, not just shareholders. Our team of fiduciary financial advisors are dedicated to helping our clients reach their financial goals, solving complex financial challenges, helping our employees reach their full potential, being a proactive member of our community, all while striving to make the society we live in more inclusive, more socially mobile, and a more economically equal.
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Fiduciary financial advisors are legally obligated to put their clients’ financial interests above their own, and they have to disclose how they’re compensated and avoid potential conflicts of interest that could affect the recommendations they make. Their duty of loyalty is to their clients. On the other hand, non-fiduciary advisors only have to make suitable recommendations. Their loyalty is to their firm.
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We believe that our fiduciary financial advisors should be their clients’ most trusted professionals whose profession is giving you high-quality investment and planning advice. As such, we require that all of our advisors be credentialed Certified Financial Planner (CFP®) Professionals and satisfy at least 60 hours of continuing education every year.
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Most firms will do investment planning. Some firms will do good comprehensive financial planning. We believe in doing both of these things great but we also believe in adding the other aspects of your wealth.
We provide specialized planning to ensure your loved one with special needs is taken care of financially, now and in the future.
We provide specialized planning to ensure your loved one with special needs is taken care of financially, now and in the future.
We offer in-house tax services for our clients to create more benefits from tax preparation and planning to payroll/benefits consulting.
With a plethora of cutting-edge financial tools at our disposal, we are poised to provide advice that transcends the ordinary.
We offer personalized estate planning and legal guidance to protect your assets and secure your loved ones’ future.
We provide specialized planning to ensure your loved one with special needs is taken care of financially, now and in the future.
rebel Financial is a Registered Investment Advisor that provides retirement planning, estate planning, financial planning, and investment management services to individual and institutional clients. To get a more detailed description of the company, its management, and practices, view our (form ADV, Part2A) and Disclosures.
Fiduciary & Fee-Only Financial Advisors and Planners
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