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Rebekah Kiger

Advisor at Retire Pittsburgh Management LLC

Updated today

Location

Murrysville, PA 15668

Credentials

Series 63, Series 66

Industry experience

16 years

About

Rebekah Kiger is a financial advisor with Retire Pittsburgh Management LLC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Her background includes roles at PNC Investments, LPL Financial, and First Niagara Bank. Outside of her advisory work, she is a Certified High Performance Coach and serves as a brand ambassador for a health products company. Retire Pittsburgh Management provides discretionary portfolio management and retirement planning primarily for individual clients, serving both non-high-net-worth and high-net-worth households. The firm employs a combination of fundamental and technical analysis and offers ongoing portfolio monitoring and rebalancing.

Client services

Based on Retire Pittsburgh Management LLC

Portfolio management

Expertise

Based on Retire Pittsburgh Management LLC

Annuities

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Fee options

Percentage

up to 1.70% annually

Location

3875 Old William Penn Highway

Murrysville, PA 15668

Most active in

Pennsylvania

Work history

Retire Pittsburgh Management LLC

2021 - Present (5 years)

Retire Pittsburgh LLC

2019 - Present (7 years)

The Retirement Guys Formula

2019 - Present (7 years)

Pnc Investments, Llc

2017 - 2019 (2 years)

Citizens Securities, Inc.

2017 - 2017 (1 year)

key Investment Services LLC

2016 - 2017 (1 year)

LPL Financial, llc

2009 - 2016 (7 years)

First Niagara Bank

2009 - 2016 (7 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Series 63, Series 65

Pittsburgh, PA

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College savings (529s, UTMA, etc.)
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Series 65

Mc Keesport, PA

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Mark Digiorgio is the principal of Digiorgio Capital Management, Inc. in McKeesport, PA, holding a Series 65 designation with 27 years of industry experience. He also owns and operates Mark DiGiorgio Tax & Accounting Firm, where he oversees accounting functions and income tax preparation. Digiorgio Capital Management provides investment management services to individuals, corporations, trusts, and pension plans, focusing on conservative portfolios that primarily include large-cap mutual funds, equities, and fixed income securities. The firm manages approximately $42 million in assets across about 220 client relationships and operates alongside an affiliated accounting practice.

Wealth management
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Active portfolio management
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Pittsburgh, PA

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Wealth management Private / alternative investments
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Matthew S

Series 63, Series 66

Mckeesport, PA

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Wealth management Options & derivatives strategies Founder/Business Owner
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Petru D

Series 65

Pittsburgh, PA

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Petru Donisanu is a financial advisor at Franklin Madison Private Wealth with six years of industry experience. He holds a Series 65 designation and previously worked at Wells Fargo & Company for eighteen years before joining Franklin Madison Advisors in 2019. Franklin Madison Advisors is an independent registered investment adviser that serves individual and high-net-worth clients with discretionary portfolio management, comprehensive financial planning, and related services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing diversified, long-only portfolios built mainly with low-cost passive funds and ETFs, combined with quantitative, fundamental, and technical analysis. Franklin Madison also integrates tax preparation services through a subsidiary and offers educational programming and written financial plans on topics such as FIRE planning and equity-award strategies.

Equity Recipients (RS/RSU, SOP, ESPP) General tax planning Retirement withdrawal strategies Charitable giving & philanthropy
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