“It's time to give back.” 

I came to the U.S. 30 some years ago with less than $100 in my pocket and an airline ticket purchased with borrowed money. I achieved my American dream with the help of many, many, many kind people, every step of my way!

Financial knowledge is power. For this chapter of my career, I have my dream job of meeting new friends while keeping close old ones, sharing my financial and parenting knowledge and experience, helping people in need, just like those people who were there for me----starting many years ago, throughout my life, and ever present even up to today!

Rebecca is the founder of RRG Wealth Advisors, based in San Francisco.

Prior to joining Core Planning, Rebecca served as a Portfolio Manager and later as Director of Equity Portfolio Management at BNY Mellon for over 20 years.

She holds a Ph.D in Economics and the CFA and CFP® credentials.  As a CFP® (CERTIFIED FINANCIAL PLANNER™) professional, she has completed extensive training and adheres to the highest ethical and educational standards, acting in a fiduciary capacity to provide clients with truly objective advice free from external influence.

Rebecca lives in San Francisco with her husband, two daughters and their little dog, a lovely tea cup Pomeranian.

Services are available in both English and Mandarin Chinese.

“是时候回馈社会了。”

“三十多年前，我来到美国时，口袋里只有不到100美元，机票还是借钱买的。一路走来，在无数善良之人的帮助下，我实现了自己的美国梦——每一步都离不开他们的支持。
金融知识就是力量。在我职业生涯的这一阶段，我找到了自己的理想工作：结识新朋友、珍惜老朋友，分享我在财富管理和育儿方面的知识与经验，帮助有需要的人，就像当年那些一路扶持我的人一样——从很多年前开始，贯穿我整个人生，并且直到今天依然陪伴在我身边。”
—— Rebecca

Rebecca 是 RRG Wealth Advisors 的创始人，公司总部位于旧金山。

在加入 Core Planning 之前，Rebecca 曾在纽约梅隆银行（BNY Mellon）任职超过二十年，先后担任投资基金管理经理以及股票投资管理董事。她拥有经济学博士学位，并持有 CFA 和 CFP® 资格认证。作为一名 CFP®（注册理财规划师™）专业人士，她接受了系统而严格的专业培训，遵循最高的职业道德和教育标准，以受托人（fiduciary）的身份为客户提供不受外部因素影响、真正客观的理财规划建议。

Rebecca 现居旧金山，与丈夫、两个女儿以及他们的小狗——一只可爱的茶杯博美犬——共同生活。

可提供英语和普通话（中文）双语服务。