Rebecca K. Tipp, CFP®

Director

rtipp@serenusadvisors.com

Rebecca Tipp is an integral part of the team at Serenus Wealth Advisors working with executives, entrepreneurs, legal professionals, and high-net-worth individuals and families on all areas of wealth and investment management, including insurance and risk management, retirement, tax, and estate planning matters.

She was previously a Director in the Santa Monica, Calif., office of wealth management firm Certuity. Earlier in her career, Ms. Tipp was a Wealth Strategies Analyst at Bernstein Private Wealth Management, where she worked on complex analyses for clients encompassing business sales, executive compensation, retirement vehicles, trust planning, insurance, and other personal finance and estate planning issues. She began her career as a Financial Analyst at General Dynamics.

Ms. Tipp holds Series 7, 63, 66 licenses, as well as the CERTIFIED FINANCIAL PLANNER^® designation. She graduated cum laude from Villanova University with a Bachelor of Business Administration in Finance and Real Estate.