Rebecca is a Client Services Coordinator. She has worked in Financial Services since 1987 and joined Attivo Financial Planning in 2018. Rebecca is responsible for assisting the team in developing and maintaining relationships with private clients. Her core responsibilities include arranging initial financial planning meetings for our new clients and annual financial planning reviews for our existing clients. Rebecca and the rest of the team serve as the initial point of contact for clients and are always happy to answer any questions clients may have.