Rebecca D. Turner, ChFC
Founder, Managing Partner
Team Role
Wealth Preservation and Accumulation Strategies
Risk Management Strategies
Conducts Seminars
Client Relationship Management
Education
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
Published Author
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