Rebecca Garcia is a Senior Relationship Manager for Premier Path Wealth Partners. Among Rebecca’s responsibilities is being a proactive resource to clients and aiming to deliver an exceptional client experience. She finds great satisfaction in building strong relationships and views each interaction as an opportunity to deliver on her commitment to first-class service.
Rebecca holds a bachelor’s degree in Business Administration from James Madison University. Rebecca is a CERTIFIED FINANCIAL PLANNER™, a designation awarded by the Certified Financial Board of Standards Inc. She lives with her fiancé in Morristown, NJ. In her free time, Rebecca enjoys playing volleyball, spending time with friends and family, and visiting the beach.
Certified Financial Planner: The CERTIFIED FINANCIAL PLANNER TM, CFP® and federally registered CFP® (with flame design) marks (collectively, the “CFP® marks”) are professional certification marks granted in the United States by Certified Financial Planner Board of Standards, Inc. (“CFP Board”). The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. Currently, more than 71,000 individuals have obtained CFP® certification in the United States.