Locations
1750 Tysons Blvd., Ste. 1500, McLean, VA, 22102
Specialties
- Financial Planner
- Investment Adviser
About
As a co-founder and fiduciary advisor at Caudle Meares Wealth Management, Rebecca takes pride in helping her clients build wealth and achieve their goals.
She is passionate about educating clients and aims to simplify their life’s financial complexities. Working with individuals, families, and business owners, Rebecca crafts goals-based financial plans and comprehensive wealth solutions to address all their needs. This includes retirement income solutions, investment strategies, tax and estate planning, and intergenerational education and support.
She enjoys connecting with clients on a personal level and developing a deeper understanding of their values and family dynamics so that she can deliver thoughtful advice aligned with their needs. Through proactive communication and transparent results, she and her team empower their clients to live the lifestyle they desire, knowing they are financially secure.
Rebecca is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and a Retirement Income Certified Professional (RICP®). She and her family reside in Northern Virginia, and you’ll often find her on the tennis court, catching a Nationals game, or planning her family’s next travel adventure.
Association Certifications
Financial Planning Association
Credentials
Certified Financial Planner™
Retirement Income Certified Professional®
Accredited Wealth Management Advisor®
Specialization
Financial Plannimg
Investment Adviser
Education
George Mason University, MA
University of Virginia, BA
Additional Information
Fiduciary advice with an emphasis on communication, transparency, and relationship.
Minimum: $2,000,000
