Rebecca Dawson

Retirement, Investing, Taxes
96%
Helpful
237
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333
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“Rebecca Dawson is an experienced, independent financial advisor offering personalized wealth and investment management guidance to a select group of individuals, families, and businesses in Southern California and around the country.”
Firm:

Silber Bennett Financial

Job Title:

Senior Vice-President

Biography:

Rebecca Dawson is an experienced, independent financial advisor offering personalized wealth and investment management guidance to a select group of individuals, families, and businesses in Southern California and around the country. Her mission is to be a trusted advisor to her clients by partnering with them to identify what is most important in their financial lives while providing tailored solutions to help achieve their goals.

For over 20 years, Rebecca has served as a financial advisor. She has developed highly refined methods for evaluating client's needs and formulating successful investment strategies. She and her staff provide an exceptional level of service to her clients, who are typically worth well in excess of $1 million and include some of the most prominent people in the United States.

Before joining Silber Bennett, Rebecca managed her own independent brokerage office since 1999. Prior to that she held similar positions with PaineWebber, Merrill Lynch, and Alex.Brown & Sons.

Her clientele have included corporate presidents, and officers, charitable foundations, pension funds, business owners, and wealthy retirees. Her affiliation with Silber Bennett Financial provides her clients with full service wealth strategies.

Professional & Securities Licenses:

FINRA Series 53 Municipal Securities Principal

FINRA Series 79 Investment Banking

FINRA Series 7 General Securities

FINRA Series 22 Direct Participation Programs

FINRA Series 63 Uniform Securities Agent State Law

Education:

BA, Liberal Arts, Magna cum Laude, University of Texas at Austin

Disclaimer:

SECURITIES AND ADVISORY SERVICES OFFERED THROUGH SILBER BENNETT FINANCIAL, INC.

DOI: CA 0H72697  |  MEMBER: FINRA / SIPC

Videos
  • Why Choose Rebecca Dawson
  • Rebecca Dawson on To The Point
All Articles
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April 2017
    ETFs, Financial Planning, Investing, Mutual Funds
March 2017
    IRAs, Retirement Savings, Tax Deductions / Credits, Real Estate
May 2017
    Income Tax, IRAs, Retirement Savings
May 2017
    Retirement Plans, Retirement Savings, Taxes, IRAs
May 2017

All Answers
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    Debt, Retirement, Estate Planning
Should I pay off all my debt at once with the inheritance money I am receiving?
89% of people found this answer helpful

Yes, I would pay off debt on all loans and credit cards that charge an interest rate. The only loans I would keep would be if you have any 0% interest rate loans or a very low interest rate on say a car loan that could be written off on your taxes. These potential lower interest rate loans could help with your credit score if that is a concern.

2 weeks ago
    Retirement, Social Security, Taxes
Does the IRS call you and accuse you of fraud and ask you for money?
2 weeks ago
    Financial Planning, IRAs, Real Estate, Taxes
How much can I expect to pay in taxes on a $160,000 IRA withdrawal?
4 weeks ago
    Debt, Retirement, Investing, IRAs, Mutual Funds
Should I sell my mutual funds when I sense a bear market approaching and then buy the funds again once the bear market is here to get them at a cheaper price?
100% of people found this answer helpful
last month
    IRAs, Taxes, Income Tax
Is it advantageous to convert a traditional IRA to a Roth IRA during a 50 percent market downturn?
100% of people found this answer helpful
last month