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.
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 and Chartered Financial Analyst® (CFA® Charterholder), Rebecca earned her bachelor’s degree in Finance from Rutgers University’s School of Business. 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 Riverton, New Jersey, with her husband, Danny.
