Rebekah Elizabeth Eason
CFP®Professional Summary
Rebekah Elizabeth Eason, CFP®, who also goes by Rebekah Elizabeth Partridge, Rebekah Partridge, is a registered financial advisor currently at ROOTED PLANNING GROUP located in Corning, New York. Rebekah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Rebekah has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- From the time I was a child I knew I wanted a career in business. I’ve grown up in the business environment and have always loved it. In high school I took every business class that was offered and fell in love with accounting. After high school
- I initially enrolled in the business administration program at Alfred State College. A year into the program I was directed to the financial planning program and instantly knew that was the right choice. Financial planning is a perfect fit for me
- as I can work with numbers and help people achieve their financial goals at the same time.
- I graduated from SUNY Alfred State College in May of 2018
- with a Bachelor's of Business Administration in Financial Planning. I received the honor designation of summa cum laude. In my last semester at Alfred I was an intern at a tax office
- where I was able to grow my tax knowledge. I then finished out my internship at Irvine Wealth Planning Strategies and was fortunate enough to be offered a job after graduation.
- In my spare time I enjoy running
- camping and bowling. I currently serve on the board for the Hornell United States Bowling Congress Association as the association manager.
Specializations
Other Aliases
Rebekah Elizabeth Partridge, Rebekah Partridge
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
8 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
IRVINE WEALTH PLANNING STRATEGIES, LLC | ROOTED PLANNING GROUP
Contact Information
Main Address
10 East Market Street, Corning, NY 14830Phone Number
(607) 438-2761# of Employees
7SEC notice filing (11 States and Territories)
Registered to provide investment advisory services in 11 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
776AUM (Assets Under Management)
$156,991,981Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
IRVINE WEALTH PLANNING STRATEGIES, LLC | ROOTED PLANNING GROUP
State Registrations and Notice Filings
(8/27/2021)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Rebekah Elizabeth Eason's CRS (Customer Relationship Summary).
Services Offered by Rebekah
- From the time I was a child I knew I wanted a career in business. I’ve grown up in the business environment and have always loved it. In high school I took every business class that was offered and fell in love with accounting. After high school
- I initially enrolled in the business administration program at Alfred State College. A year into the program I was directed to the financial planning program and instantly knew that was the right choice. Financial planning is a perfect fit for me
- as I can work with numbers and help people achieve their financial goals at the same time.
- I graduated from SUNY Alfred State College in May of 2018
- with a Bachelor's of Business Administration in Financial Planning. I received the honor designation of summa cum laude. In my last semester at Alfred I was an intern at a tax office
- where I was able to grow my tax knowledge. I then finished out my internship at Irvine Wealth Planning Strategies and was fortunate enough to be offered a job after graduation.
- In my spare time I enjoy running
- camping and bowling. I currently serve on the board for the Hornell United States Bowling Congress Association as the association manager.
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