Rebecca D. Turner, ChFC

Founder, Managing Partner

Rebecca's true strength is developing a strong bond with clients. Understanding their desires and needs and helping them live their best life possible.

Rebecca started out as a financial advisor in 1989. She earned the designation of ChFC (Chartered Financial Consultant) a few years later. In the 34 plus years in practice, she has counseled many clients through the ups and downs of their lives, as well as, the ups and downs of the markets. By studying client behavior and instincts, she has empowered clients to make better decisions during uncertain times.

Rebecca is also a self-published author and has written both an adult financial book Pysch - The Pyschology of Money and a children's book titled Dimes: To Teach Your Child About Money.

She is a native of Kansas and after graduating from Kansas State University in 1985, decided to make Texas her home.

When she isn't helping clients, Rebecca enjoys traveling, golf, pickleball, hiking, and weightlifting.


  • Kansas State University, 1985 B.A.
  • FINRA registrations, Series 6,7,63 and Insurance License
  • Chartered Financial Consultant (ChFC), The American College, Bryn Mawr, PA
  • Wharton Certificate in Retirement Planning, Wharton School, University of Pennsylvania

Community Involvement:

  • YWCA Tribute to Women in Business Honoree, 2008
  • Recognized as one of the Great Women of Texas, November 2003
  • Tarrant County College “Visions Unlimited” Speaker
  • Leadership Fort Worth, Class of 1999
  • National Association of Women in Construction - Past President
  • Publicized in Builder Architect magazine and The Image (a NAWIC publication
  •  American Cancer Society Sword of Hope Award, 1995
Phone 817-732-1004
Fax 817-806-3592
Mobile Phone 817-996-4573