Certified Divorce Financial Analyst (CDFA)
Volunteers at the Sobriety House in Denver
Lived in Zambia for a year teaching HIV/AIDS education & awareness
University of Colorado Boulder Alumni, Magna Cum Laude
Pizza is her favorite food
Will video conference with clients to make it easier
Rebecca DeSoto is driven by a passion to help others transition to a better way of living. Starting her career at Trilogy in 2014, she helps her clients navigate one of the most critical and applicable avenues in their lives – their personal finances. Rebecca loves helping individuals and families build the daily productive habits that contribute to achieving their wildest dreams while prioritizing goals along the way.
It is that passion to help those in transition that led Rebecca to become a Certified Divorce Financial Analyst (CDFA) and to be a member of the Institution of Divorce Financial Analysts. She is also a speaker through CLC Incorporated, a leading provider of legal and financial programs. Rebecca is an Investment Advisor Representative with Trilogy Capital, Inc. in which she holds her Series 66 Registration. She holds Life, Accident and Health Insurance Licenses.
Rebecca is also a monthly volunteer at the Sobriety House in Denver. Passionate about traveling, Rebecca has also volunteered in Kabwe, Zambia to teach HIV/AIDS awareness. A Colorado native and a University of Colorado at Boulder alum, she loves going to the mountains and hiking with her family.
Technology provides ample flexibility when it comes to making purchasing decisions these days. However, when it comes to important decisions like purchasing life insurance, you run the risk of simplifying the decision too much.
When you are focused on goal-based financial planning, there are a lot of benchmarks to concern yourself with other than the hype involved in investment performance.
Because medicine and medical technology have advanced so rapidly, people are living much longer lives than they used to live. Riders are additional guarantee options that are available to an annuity or life insurance contract holder.
FIRE (Financial Independence, Retire Early) is trending as a new financial lifestyle. FIRE promotes extreme savings in your 20s, 30s and 40s, with the goal of being able to live off passive income from the accumulated nest egg much earlier than typical retirement age.
Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.
Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.