Rebecca Contin, financial advisor Santa Cruz CA

Rebecca Contin

CRD Number: 4317249
Current Firm: East Rock Financial Services, LLC

Rebecca Contin (CRD# 4317249) is an Investment Advisor Representative working at East Rock Financial Services, LLC in Santa Cruz, CA and has over 21 years of experience in the finance industry. Rebecca Contin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
East Rock Financial Services, LLC San Francisco, CA Jul 2013 - Current 9
Homemaker Greenbrae, CA Nov 2012 - Jul 2013 < 1
Cornerstone Advisors, Inc. Bellevue, WA Apr 2011 - Oct 2012 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2001
Contact Info for Rebecca Contin
Phone Number: 415-779-2008
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    95
    MILLIONS
  • Total Number of Accounts
    37
    ACCOUNTS
  • Average Account Value
    $2,569,923
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

CA

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