Rebecca  Walser

Rebecca Walser

Rebecca Walser is a bestselling author, tax attorney, wealth strategist, and a certified financial plannerĀ®. Leveraging her background as a financial consultant and a tax attorney, she is uniquely qualified to structure and implement the best wealth strategies for her clients. In her experience, Rebecca has found clients often have several advisors; accountants, lawyers, investment managers, and others. Too often, advice conflicts between professionals and leaves the client confused. The solution: one holistic plan that incorporates the overall goal of maximizing wealth and minimizing taxes, as well as managing risk, educational and retirement planning, coordinating legal structures and plans, and the appropriate asset classes and diversification for such goals. Rebecca specializes in working with high-income professionals, especially business owners, surgeons, physicians, and high net worth families.