Rebecca is a recent graduate from the University of Connecticut, with a degree in accounting. While there, she studied abroad in Portugal, Ireland, and at the University of Edinburgh in Scotland. She has been spending time with us interning on and off these past couple of years, interned at Aetna/CVS Health, and has just finished interning at PwC (PricewaterhouseCoopers).
Rebecca is studying for the Series 65, to be a licensed investment advisor representative, and will then enroll in the course work and to take the exams to become a CFP® (CERTIFIED FINANCIAL PLANNER™). In the meantime, she will work as an Associate Financial Advisor, and continue to get to know our clients.
Landmark Wealth Management sees a great opportunity that Rebecca will be of great assistance to help the “next generations” of our clients, in assisting and relating to them on investing and financial planning, as well as helping younger clients that come to us in the future.
When we say that Rebecca is the “next generation” of Landmark, we mean that both figuratively and literally. Rebecca is Brian’s daughter, and he is thrilled to be having her join us, as he knows she has the right skillsets to help our clients and our firm.
Rebecca Cohen was born and raised on Long Island, in Greenlawn, NY.