Rebecca D. Turner

Providing Individuals the Freedom to PRIORITIZE what Truly Counts | Financial Consultant | Retirement Planning Specialist | Author

Role
Financial Consultant, Founder and Partner of Wealth Strategy Advisors at Wealth Strategy Advisors
Location
Fort Worth, TX, US
LinkedIn followers
500 followers

About Rebecca D. Turner

We believe we are the right advisors for the right people. At the end of the day this is your journey, your decisions, your life. Only if we come to agreement that we can work together and you believe we can help you, will we move forward in doing so. We are trusted financial practitioners working with successful entrepreneurs, professionals and retirees. We believe having a trusted financial advisor to help navigate the changing financial landscape empowers our clients to make informed financial decisions. Our services cover all areas of financial management including wealth protection strategies, asset management, financial and estate planning. Specialties: Wealth Preservation, Accumulation and Income Strategies, Risk Management Strategies

Experience

  1. Financial Consultant, Founder and Partner of Wealth Strategy Advisors

    Wealth Strategy Advisors

    Mar 1989 — Present · Dallas-Fort Worth, TX, US

    Registered Representative, Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc, a Registered Investment Adviser. Wealth Strategy Advisors and Cambridge are not affiliated.

Education

  • Barton County Community College

    Associates Degree, General Studies

    1981 — 1983

  • The American College of Financial Services

    ChFC

    2001 — 2017

  • Kansas State University

    Bachelor of Arts - BA

  • Kansas State University

    BA, General Studies

    1983 — 1985

  • The Wharton School

    Retirement Planning Specialist

    2005 — 2007

  • Barton County College

    Associates

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