Rebecca K. Shaw, CFP®

Director

rshaw@serenusadvisors.com

Rebecca Shaw is an integral part of the team at Serenus Wealth Advisors working with executives, entrepreneurs, legal professionals, and high-net-worth individuals and families on all areas of wealth and investment management, including insurance and risk management, retirement, tax, and estate planning matters.

She was previously a Director in the Santa Monica, Calif., office of wealth management firm Certuity. Earlier in her career, Ms. Shaw was a Wealth Strategies Analyst at Bernstein Private Wealth Management, where she worked on complex analyses for clients encompassing business sales, executive compensation, retirement vehicles, trust planning, insurance, and other personal finance and estate planning issues. She began her career as a Financial Analyst at General Dynamics.

Ms. Shaw holds the Series 65 license and is a CERTIFIED FINANCIAL PLANNER^® professional. She previously held Series 7, Series 63, and Series 66 licenses. Ms. Shaw graduated cum laude from Villanova University with a Bachelor of Business Administration in Finance and Real Estate and has a Certification in Taxation from the University of California, Los Angeles (UCLA).