Rebecca E. Iacopelli

Senior Financial Advisor

Rebecca Iacopelli is a Senior Financial Advisor with Wescott and is responsible for the preparation and the ongoing management of clients’ financial plans, annual financial updates and investment portfolio reviews, recommendations and implementation.  Committed to designing optimal paths for her clients to live their ideal lives, Rebecca’s expertise focuses on multi-faceted, comprehensive financial planning, tax, retirement planning, estate planning, charitable giving, and investment management.

A member of Wescott’s Tax Alpha Group, Rebecca plays a critical role in the development of tax-efficient strategies and educational materials to address clients’ complex tax issues and reduce their income tax liabilities.  She also serves on the firm’s Portfolio Strategy Group, which oversees the firm’s dynamic investment strategies, ongoing due diligence of Wescott’s investment managers and asset allocation design.

Prior to joining Wescott, Rebecca was a financial planning specialist with local wealth management and financial advisory firms, working with high-net-worth clients on their retirement and tax planning needs.  She brings over eight years of planning experience to the Wescott Advisory Team.

A CERTIFIED FINANCIAL PLANNER^® professional, Rebecca earned her bachelor’s degree in Finance from Rutgers University’s School of Business.  Most recently, she graduated from Villanova University, achieving her Masters in Taxation with a concentration in Estate Planning.  Within the industry, she is an active member of the Financial Planning Association, the National Association of Personal Financial Advisors (NAPFA) and the Philadelphia Estate Planning Council.

She resides in Cinnaminson, New Jersey, with her husband, Danny.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.