Rebecca K. Shaw, CFP®
Director
Ms. Rebecca Shaw supports Certuity’s Santa Monica office and is actively involved in advising legal professionals, executives, entrepreneurs, and high net-worth individuals and families with regard to wealth and investment management, insurance and risk management, retirement, tax, and estate planning matters.
Prior to Certuity, Ms. Shaw was a Wealth Strategies Analyst at Bernstein Private Wealth Management. During this time, she worked on complex analyses involving personal financial and estate planning issues such as business sales, executive compensation, retirement vehicles, trust planning, and insurance. Ms. Shaw began her career as a Financial Analyst at General Dynamics.
Ms. Shaw graduated cum laude from Villanova University with a Bachelor of Business Administration in Finance and Real Estate. She holds the Series 7, 63, and 66 licenses in addition to the CERTIFIED FINANCIAL PLANNER™ certification.