Financial Wellness Advisor
Working toward achieving the future you want can be as simple as a conversation!
Rebecca is a dedicated financial advisor with a focus on serving mental health professionals. With a background in finance and wellness and a deep understanding of the challenges faced by mental health professionals, Rebecca brings a compassionate and empathetic approach to her practice.
She is committed to helping clients build a strong financial foundation, navigate student loan repayment strategies, and create long-term wealth plans tailored to their needs.
Rebecca’s goal is to create investment strategies that align with her client’s values and allow them to focus on their crucial work in supporting others. Rebecca and her team are passionate about promoting financial wellness and enabling her clients to achieve professional success and financial security.
Our team views financial health as a crucial component of our holistic well-being, we consider it an essential slice of the pie of overall human wellness, which includes physical and mental health, spiritual/religious well-being, and other personally significant aspects. Our commitment extends to making your financial planning an enjoyable and engaging experience and striving to achieve individualized definitions of financial security.
Our services encompass a wide range of offerings tailored to meet your unique needs:
- Business Owner Solutions
- Comprehensive Financial Planning
- Retirement Strategies
- Risk Management
- Wealth Accumulation
- Series 7
- Series 66
- Life, Accident, Health, Property and Casualty Insurance Licensed
Growing up on Lake Superior’s North Shore with her parents and twin brother, Rebecca developed a love for exploration and a deep appreciation of nature. With a Human Resource Development, Adult Education, and Astrophysics degree from the University of Minnesota – Twin Cities, Rebecca’s diverse educational background reflects her curiosity about the human experience.
Before diving into the world of finance, Rebecca worked at the Science Museum of Minnesota and the Bell Museum, refining her ability to make complex topics approachable. She has also shared her skills and love for outdoor activities by teaching sailing and rock climbing.
Now residing in Plymouth, MN, with her husband and their spirited cats, Borealis and Yuna, Rebecca is committed to helping others navigate the financial landscapes of their lives. Her adventurous spirit extends beyond the office, as she enjoys rock climbing, scuba diving, and backpacking. Rebecca is a Peloton enthusiast, exhibiting her dedication to both physical and financial fitness.
In her pursuit of excellence, Rebecca is also a passionate cook and baker, on a quest to perfect her raspberry crème brûlée recipe. Her favorite quote by Marianne Williamson reflects her belief in the untapped power within each individual, guiding her approach to both life and financial advising: “Our deepest fear is not that we are inadequate. Our deepest fear is that we are powerful beyond measure. It is our Light, not our Darkness, that most frightens us.” Rebecca Eastman is not just a financial advisor; she’s a guide on the journey to financial empowerment and personal fulfillment.
Investment advisor representative of Cetera Advisor Networks, LLC. Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.