Rebecca Thompson, CFP®
Wealth Advisor

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Rebecca is a Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to develop and implement customized solutions that help clients meet their financial goals. With over two decades of industry experience, Rebecca is a seasoned financial professional dedicated to creating tailored strategies to help her clients align their wealth and values. Rebecca graduated from Villanova University with a bachelor’s degree in leadership development and holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. She is also an active member of The National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA). Rebecca and her husband live in Lansdale, Pennsylvania, where she serves on the Board of Manna on Main Street, a local food pantry and resource center for people experiencing food and financial insecurity. Outside of work, she enjoys golf, working out and tending to her extensive plant collection.