PERSON: Rebecca Walser

Walser Wealth Management

CEO

Ms. Rebecca Walser is a licensed tax attorney, who earned her advanced law degree in Federal Taxation from the highest rated tax law program in the US at NYU. She is a certified financial planner, CFP®, with two decades of financial and legal experience combined. She earned her undergraduate degree, summa cum laude, in Finance, her Juris Doctor degree, cum laude, from the University of Florida, her Masters of Law degree in Taxation from New York University, worked in international finance with PricewaterhouseCoopers LLP, and continues to practice law in the areas of federal taxation, wealth preservation, trusts, and legacy planning, business succession and estate planning, and asset management and protection.

— walserwealth.com