Rebekah Mull joined Adero in 2022 with eight years of financial services experience.
Rebekah began her career in 2014 with a wealth management firm located in Eureka, California. There she was the firm’s Operations Manager and an Associate Advisor, working with affluent clients, charitable organizations, and company-sponsored retirement plans.
Rebekah graduated from Humboldt State University with a BA in Music, emphasis on Piano Performance. She is a CERTIFIED FINANCIAL PLANNER™ professional.
The opportunity to help others in a meaningful way, assisting clients in building wealth and creating a legacy.
Adero’s team consists of highly educated and intelligent professionals who value their clients and work hard to create strategies that are tailored to each clients’ unique situation.
Helping clients identify and achieve their financial goals, especially around generational wealth transfer.
The ability to take complex concepts and communicate them to clients in a way that meets them at their level of financial understanding.
Earning my CFPֿ® certification. The CFP® is truly the gold standard in the financial planning industry. The rigorous education, experience, and ethics requirements should bring clients a high level of confidence when working with a CFP® professional, knowing that they possess the expertise and knowledge required to skillfully guide their clients through life’s many challenges.
Spending time with my family on our homestead and caring for our barnyard menagerie and organic garden; a true labor of love!
The Prophet, by Kahlil Gibran. His writing is a balm for the soul. So many of the topics he touches upon contain lessons that have made a long-lasting impact on my life.
Whether you have a specific question or you're interested in learning more about our tailored approach to managing your wealth, we would like to begin a conversation with you.