Rebecca A. Burchill – 2000
CLU®, ChFC®, retirement advisor, Managing Director, Wealth Management
Rebecca is well versed in numerous areas of planning but is passionate about retirement and income planning, risk management planning, and estate planning. She aims to take a holistic, personalized approach to help bring all the pieces of a client’s financial life together.
Rebecca is a Registered Investment Advisor with over 20 years’ experience and has earned the Chartered Financial Consultant and Chartered Life Underwriter designations from The American College in Bryn Mawr, PA. Practitioners with the ChFC® & CLU® designations are trained to develop and implement comprehensive financial plans for individuals, businesses, and organizations. Rebecca also holds her Series 6, Series 63, and Life & Health registrations. She is the immediate past president of the Maine Estate Planning Council.
Rebecca graduated with a Bachelor of Arts degree from University of Massachusetts, Amherst.
In her spare time she enjoys spending time cooking, enjoying the amazing food scene in Portland, reading, entertaining, and spending time outside.