Rebekah Woei
Financial Advisor @Wells Fargo Advisors
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WORK HISTORY
Financial Advisor @Wells Fargo Advisors
Tampa, FL, US
Working on a team of wealth management professionals in a private client group. We specialize in 401(k) planning for small to mid-sized companies and provide financial education for the companies and employees that we service. My individual practice focuses investment planning and wholistic wealth planning for clients of all backgrounds. I specialize in crafting personalized financial strategies that align with each clients unique goals and aspirations.
EDUCATION
Florida State University
Bachelor of Science - BS, Finance
University of South Florida
Masters, Business Administration - Concentration in Personal Financial Planning
ABOUT REBEKAH WOEI
As a financial advisor, my priority is helping to instill confidence in my client\'s…
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