Rebecca Kennedy (CFP®)
Rebecca Kennedy focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Socially Responsible Investments
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Socially Responsible Investments
Planning Specialties
It was serendipity that led Rebecca into the financial services industry right after college in 1999, and finding true fulfillment in helping people that kept her there. Financial planning is both an art and a science that marries two of her favorite disciplines, psychology and math. She enjoys utilizing aspects of these two disciplines every day to help clients work toward achieving their financial goals.
She has been a CERTIFIED FINANCIAL PLANNER™ professional since 2002, and has served in a variety of capacities within the industry over the years. In the five years prior to joining IMPACTfolio, she was the Principal of Kennedy Financial Planning, a fee-only Registered Investment Advisor in Denver, Colorado.
Rebecca has served as the Co-Chair of the Pro Bono Committee and Chair of the Public Relations Committee for the Colorado Financial Planning Association. In addition, she has volunteered as a mentor for Denver Kids and a reading buddy for Mount Saint Vincent Home. Rebecca is also an active member of NAPFA(The National Association of Personal Financial Advisors) and the Garrett Planning Network.
Additional Information
She and her husband, Jim, spend much time doting on their two rescue dogs, Hoover and Winston, but try to break away occasionally to travel. Their goal is to safely and conscientiously encounter as much wildlife as possible in its natural habitat.
NAPFA Start Date
August 04, 2015
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