Rebecca Walser


Rebecca Walser is a licensed tax attorney, who earned her advanced law degree in Federal Taxation from the highest rated tax law program in the US at New York University, NYU.  She is a certified financial planner, CFP®, with two decades of financial and legal experience combined. She works with clients to develop and implement advanced financial planning and wealth management strategies that maximize wealth, minimize taxes, and manage risk.

She earned her undergraduate degree, summa cum laude, in Finance, her Juris Doctor degree, cum laude, from the University of Florida, her Masters of Law degree in Taxation from New York University, worked in international finance with PricewaterhouseCoopers LLP, and continues to practice law in the areas of federal taxation, wealth preservation, trusts, and legacy planning, business succession and estate planning, and asset management and protection.