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Rebecca B

CFP®, Series 63

Las Vegas, NV

Strategic Portfolio Advisors

Rebecca Buckley is a CFP® professional with 44 years of industry experience, currently serving as the sole advisor at Strategic Portfolio Advisors in Las Vegas, NV. Her prior work includes roles at multiple entities such as B4 Limited Liability Company and Buckley Strategies Group. She is also licensed to sell life and health insurance, dedicating a small portion of her time to this activity. Strategic Portfolio Advisors provides asset management, financial planning, and consulting services to individual clients, charitable organizations, and corporate/business clients. The firm offers tailored investment programs that incorporate fundamental, technical, and charting analysis, and manages most client assets on a non-discretionary basis.

Retirement income strategy Social Security optimization College savings (529s, UTMA, etc.) Tax-loss harvesting Options & derivatives strategies
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