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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February 2018
December 2017
July 2017
June 2017
May 2017
    Income Tax, IRAs, Retirement Savings

All Answers
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    Financial Planning, Asset Allocation
What is a recommended amount to keep in our emergency fund?
100% of people found this answer helpful

The rule of thumb is three to six months of living expenses so that would include you and your wife for now, and if and when you have a family then that amount may be recalculated to reflect your larger family. 

You could keep those cash reserves in your bank or brokerage account. Some financial institutions will pay minimal interest but with interest rates as low as they have been that is your best option in order to be 100% liquid.

last month
    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
    Choosing an Advisor
My current financial advisor is billing monthly; is that common?
100% of people found this answer helpful
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
    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