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Rebecca L
Series 65
Crozet, VA
Core Planning
Rebecca Lees is a financial advisor at Core Planning with a Series 65 credential and two years of industry experience. Prior to joining Core Planning in 2024, she spent 20 years at Northrop Grumman and has operated Purpose Financial Coaching since 2023, offering financial education, content creation, and budgeting consulting. Core Planning provides fee-only financial planning and wealth management primarily for individual and high-net-worth clients, along with ERISA 3(21) advisory services for qualified plans. The firm employs model portfolios and automated rebalancing tools while tailoring strategies based on client objectives and risk tolerance.
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