Rebecca Chacko

Finance · Arizona, United States · 1-10 Employees

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Overview

Headquarters

3320 Meeting Ste 100, Tucson, Arizona, 8...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Rebecca Chacko

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 clients 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 MasterRead more
Popular SearchesRebecca ChackoSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Rebecca Chacko

<$5M
1-10
Private
-
2011
N/A
$5.7M
11-50
Private
-
-
MJ
Michael JpPresident, Michael Jp Fitzgerald, Cpa & Pfs, Cfp, Mstax, Ccfp, Ccfs, ELA , TX (Houston)
<$5M
1-10
Private
-
-
AM
Annette MachemehlAdvisor Support Specialist
<$5M
1-10
Private
-
2012
<$5M
1-10
Private
-
2018
N/A
<$5M
1-10
Private
-
2011
N/A
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Company Profile Activity

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Activity Insights

Rebecca Chacko is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Rebecca Chacko is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Rebecca Chacko.

Rebecca Chacko Tech Stack

A closer look at the technologies used by Rebecca Chacko

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Frequently Asked Questions Regarding Rebecca Chacko

What is Rebecca Chacko's official website?
Rebecca Chacko's official website is www.rebeccachacko.com
What is Rebecca Chacko's Revenue?
Rebecca Chacko's revenue is <$5 Million
What is Rebecca Chacko's SIC code?
Rebecca Chacko's SIC: 62,628
What is Rebecca Chacko's NAICS code?
Rebecca Chacko's NAICS: 52,523
How many employees does Rebecca Chacko have?
Rebecca Chacko has 1-10 employees
What industry does Rebecca Chacko belong to?
Rebecca Chacko is in the industry of: Finance, Securities Trading
What is Rebecca Chacko competition?
Rebecca Chacko top competitors include: Chacko-Hertz Financial Solutions, Focus Financial Network, Core Wealth Management, Safe Landing Financial
What technology does Rebecca Chacko use?
Some of the popular technologies that Rebecca Chacko uses are: GoDaddy DNS, GoDaddy Email Hosting
What does Rebecca Chacko do?

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 fe... e, 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 clients 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 Masters degree from Case Western Reserve University, as well as two Bachelors 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. Justin manages the information infrastructure for Chacko-Hertz Financial Solutions LLC. He manages the network connectivity, desktop environment, applications, and security. His highest priority is data integrity and security, and he monitors the network and backups to ensure continuity and privacy. Justin Hertz earned his Master of Science degree, Magna Cum Laude, from the University of Notre Dame in 1996. He has worked with ...Read More

Is Rebecca Chacko a public company?
Rebecca Chacko is private company therefore does not currently have an official ticker symbol
See more information about Rebecca Chacko

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