Rebecca provides comprehensive financial planning and investment management services under the Fee-Only model. This model promotes high ethical and fiduciary standards, a client-centered relationship, unbiased, objective advice, full disclosure, no commissions from the sale of financial products, and compensation based on an hourly rate, project fee, or annual retainer.
Rebecca provides financial planning and investment management services within a holistic framework. Recommendations and advice on specific financial issues are made in consideration of each client’s personal goals and objectives and integrated with other aspects of their financial position.
Rebecca Chacko is a NAPFA-Registered Financial Advisor (National Association of Personal Financial Advisors) and a member of the Financial Planning Association (FPA). Rebecca is a Certified Financial Planner® professional. She completed the CFP Professional Education Program from the College for Financial Planning.
She earned a Master of Science in Administration degree from the University of Notre Dame, a Master’s degree from Case Western Reserve University, as well as two Bachelor’s degrees completed in India.
Rebecca owns Chacko-Hertz Financial Solutions LLC. The firm is a Licensed Investment Advisor with the Arizona Corporation Commission-Securities Division.
Her extensive experience in Medical Rehabilitation provides added value with financial planning for long term health care needs, special needs or eldercare.
Rebecca grows many of her own vegetables and herbs, and loves gardening and cooking. She enjoys travel and birdwatching.
