Rebecca Walser is a Top 10 US Advisor, a Tax Attorney, Wealth Strategist, and has her Global MBA from The London School of Economics. Rebecca knew from a very young age, due to personal family hardships, that she wanted to ‘figure out this thing called money’ and make sure she could help others do the same. That has led her on a straight and narrow path of knowing exactly what she wanted to do in life, and she has never altered from that goal. Starting with her undergrad in Finance at The University of South Florida, Summa Cum Laude, she continued her education at The University of Florida to obtain her law degree, Magna cum laude. From there, she went on to NYU to get her advanced law degree in taxation as she knew a true financial plan needed to marry both finance and tax law.
She has since built a national advisory practice based in Tampa, FL to help retirees, pre-retirees, business owners, high net worth and ultra-high net worth individuals and families achieve financial success. Rebecca combined her years of financial and tax law expertise to create an approach to building and sustaining wealth that most conventional advisors never even consider. Most advisors are new to tax diversification plays, but they are late to the game. Furthermore, they are not actually qualified to give you tax advice as their disclosures direct you to seek the advice of a tax professional. Most often, they are just advisors with a tax message… or they are an advisor with no tax message at all – even worse.
Rebecca discovered the two fundamental flaws in building and accumulating wealth in America since the 1980s – a case she builds quite thoroughly in her book. The combined threats of extreme market volatility and future tax law changes – which will be necessary due to the vastly changing demographics of the US population and the economic position of America in 2018 – demand a fresh approach to building your wealth where the status quo is intentionally challenged for its glaring failures.
While growing her national advisory practice, Rebecca published a bestselling book called, “Wealth Unbroken – Growing Wealth Uninterrupted by Market Crashes, Taxes, And Even Death.” She has a popular podcast called, “Crashes and Taxes” that is on all streaming platforms and is frequently a guest on top national news shows like Fox News, Fox Business, Yahoo Finance, Bloomberg, Cheddar and more! Additionally, in 2023, Rebecca was ranked #3 in Investopedia’s annual “Top 100 Financial Advisors” and by Forbes as a “Top Financial Security Professionals Best-In-State” for a track record of preserving her client’s wealth over the long term.
