Rebecca M. Tapia
About Rebecca M. Tapia
Rebecca M. Tapia is an Education and Communication Specialist with extensive experience in financial consulting and retirement services. She has worked in various roles within the financial industry since 1999 and currently manages a significant portfolio at Heffernan Financial Services.
Work at Heffernan Insurance Brokers
Rebecca M. Tapia worked at Heffernan Insurance Brokers as an Account Manager from 2003 to 2006. During her three years in this role, she was based in Walnut Creek, CA. In this position, she was responsible for managing client accounts and providing insurance solutions tailored to their needs. Her experience at Heffernan contributed to her understanding of the insurance industry and client management.
Current Role at Heffernan Financial Services
Since 2011, Rebecca has been employed as a Financial Consultant at Heffernan Financial Services in the San Francisco Bay Area. In this role, she manages an individual book of business with $2.5 million of assets under management. She conducts group and individual education meetings, providing investment guidance and rollover services to retirement plan participants.
Education and Expertise
Rebecca M. Tapia holds a Bachelor of Science degree in Business Finance from California State University-Hayward, where she studied from 2001 to 2005. She also completed the Certified Financial Planning Program at the University of California, Berkeley, earning a Certification of Completion from 2007 to 2009. Additionally, she obtained an Associate of Arts degree from Diablo Valley College from 1999 to 2001.
Professional Background
Rebecca's professional background includes various roles in the financial sector. Prior to her tenure at Heffernan Insurance Brokers, she worked as an Operations Representative at Bank of America from 1999 to 2003. She also served as an Executive Assistant at Thomas Weisel Partners for five months in 2006 and held a temporary position as an Investment Banking Administrator at Deutsche Bank for two months in the same year.
Involvement in Retirement Services
Rebecca is a member of the Heffernan Retirement Services Research Group and the Retirement Plan Committee. In these roles, she reviews business trends and advises customers on expected fluctuations, contributing to the development of effective retirement strategies.