Becca Delaney Klotz
Executive Assistant @Accredited Investors Wealth Management®
Signup · Get unlimited contacts
WORK HISTORY
Executive Assistant @Accredited Investors Wealth Management®
For more than 35 years, Accredited Investors Wealth Management® has integrated detailed financial planning and custom portfolio management to provide clients peace of mind. At Accredited, we work to align your money with your values, empowering you to spend your life wisely. Our team is comprised of professionals with skills and expertise in investing, retirement, legacy, and tax planning. With a shared dedication to asking questions, not simply answering them, we work collaboratively to craft personalized strategies for each client family. To provide continuity, service, and technical guidance, every Accredited client works with a dedicated team, as well as subject matter experts throughout the firm. As a fully independent firm owned by a group of employee shareholders, Accredited’s mission is to improve the individual and collective lives of all we serve: our clients, our colleagues and our community. Spend Your Life Wisely™
EDUCATION
Century College
Associate of Arts (AA)
Rasmussen University
Associate's degree, Accounting
University of Northwestern – St. Paul
Kinesiology Pre-therapy
SKILLS
ABOUT BECCA DELANEY KLOTZ
For important information and disclosures please visit: accredited.com/disclosures
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.