Rebecca De Anda Licona
My goal is to connect you to the people, plan and process that best fit your unique ambitions. We help you pursue your personal goals, such as planning for and funding your children’s educations; helping to ensure that your retirement lifestyle and potential health care costs are covered; and creating a personalized plan designed to help you achieve your family’s long-term goals. Everything I do for and with you takes into account your personal perspectives and priorities. I aim to bring simplicity and transparency to the complexities of investing, making the often-intimidating task of wealth planning an exciting journey of managing and helping you reach your goals.
My approach is centered on keeping the process simple for you while ensuring we've thoughtfully addressed every aspect of your life that could impact your financial future.
It all begins with a comprehensive discovery conversation. We'll explore your goals, aspirations, essentials, family dynamics, financials, and everything in between. You may have a bit of homework to gather the details, but the clarity and confidence you'll gain will be well worth it.
From this foundation, I create a personalized financial plan that shows where you are today, where you're headed, and includes recommendations tailored to your unique situation. The plan highlights key insights—like how your wealth may evolve over time or how much you can comfortably spend in retirement without worrying about running out of money.
The recommendations that follow are both strategic and behavioral. Together, your actions, invested assets, and financial plan form the cornerstone of your future success.
I also believe that open communication within your family is essential. I work to engage your loved ones in the financial decision-making process, helping facilitate conversations around wealth that can sometimes be difficult. I offer personalized strategies to educate the next generation on how assets may be invested, fostering financial confidence and continuity across generations.
As life unfolds and markets shift, we stay in close communication to ensure your strategy remains aligned with your evolving needs. This ongoing dialogue allows us to benchmark your progress against the goals you've set—and that's how we define success.
An exclusive financial education seminar designed for those planning retirement, already enjoyin gretirement or caring for a loved one who is.
Hear from Becca and other featured speakers from BlackR...
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
