Rebecca Dawson

Retirement, Investing, Taxes
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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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    Choosing an Advisor
My current financial advisor is billing monthly; is that common?
100% of people found this answer helpful

What terms did you agree to when you initiated your relationship with your financial advisor. The typical management fee is paid quarterly and it is usually deducted directly from your account through accumulated cash dividends, interest or cash allocations in your account.

A one percent fee sounds fair although there are times when not paying a fee and instead paying commissions on each trade works to the client's advantage depending on how active your account activity is and also on the type of investments you own. There has been concern amoung regulators for financial advisors charging an ongoing fee for an asset that they truly are not able to manage due to the nature of the investment. It is known as reverse churning which is the placement of clients in a fee based account when their account activity demonstrates that they would be better served by being in a commission transaction fee based account. 

It is not fair to place a customer in an account with a fee structure that reasonably can be expected to result in a greater cost than an alternate account. If you have ever been in a fee based account during an extended bear market then the only one making money is your financial advisor when you are actually experiencing diminishing returns.

4 weeks ago
    Investing, Bonds / Fixed Income, IRAs, Taxes
If my traditional IRA is fully invested in a tax free bond fund, and I am receiving a distribution of the monthly dividends, do these distributions count toward the required minimum distribution, and do I have to pay taxes on them?
100% of people found this answer helpful
4 weeks ago
    Marriage / Divorce, Financial Planning, Asset Allocation
What concepts can I use to guide the allocation of assets in my portfolio?
100% of people found this answer helpful
last month
    Financial Planning, Asset Allocation
What is a recommended amount to keep in our emergency fund?
100% of people found this answer helpful
last month
    IRAs, Mutual Funds
Can I avoid my Roth mutual fund account being declared inactive and the money being taken by the state of California if I am not depositing or withdrawing money from it?
100% of people found this answer helpful
4 weeks ago