Wealth Management & Legacy Planners
About Rebecca L. Miller
As an independent wealth management and legacy planner, Rebecca Miller is committed to putting the unique needs of each client first. She has a passion for educating everyone and believes that your legacy is the life you lead today, and everyone should lead a life worth remembered.
Rebecca has more than 20 years of experience ranging from accounting and tax, auditing, risk management, and financial planning. After college she began her career as a senior auditor in Los Angeles performing distribution, production, and merchandising audits at the major studios on behalf of profit participants in film and television. She was later recruited by Altria, the world’s largest tobacco manufacturer and parent company to Philip Morris, and worked in internal audit. She supported marketing and was responsible for investigating excessive variances and fraudulent redemptions and purchases. Rebecca also spent time at Reckitt Benckiser Pharmaceuticals where she managed Commercial and Part D rebate contracts to help provide access for patients who were dependent on opiates.
Rebecca graduated from New York University’s Stern School of Business with a Bachelor of Science in Accounting. She is a Investment Advisor Representative, is Life and Health insurance licensed in Connecticut, and has obtained FINRA securities licenses Series 6, 63, 65 which means she is a Fiduciary. The widespread knowledge and experience she has gained working at major corporations, coupled with her professional licenses, provides her with the tools needed to help people with their retirement and legacy planning needs.
She often has public speaking engagements on retirement planning, Social Security, tax strategies, Medicare enrollment and at women’s workshops. She also conducted a Social Security and Medicare workshop that is being filmed for public television.
She is a black belt in taekwondo and hapkido and volunteers her time with the MS Society and the CT Money School, which helps educate families on various financial topics in an effort to lift folks out of poverty. She regularly volunteers her time through the Financial Awareness Foundation, a 501(c )(3) non-profit organization dedicated to significantly improving financial awareness and literacy.
Adrian “AJ” Baldeon, CRPC ®
Adrian is a Private Wealth Advisor in Hingham, Massachusetts. He has an anchoring belief that in delivering high quality bespoke advice, an adviser must be firmly committed to understanding the motivations behind each client’s aspirations. Adrian strives to deliver a professional and comprehensive service that provides peace of mind for the families he serves. Custom tailored financial plans are created, implemented, and managed for you based on your individual situation. When situations change during your lifetime, he is there to help navigate the ever-evolving financial landscape.
Adrian earned a Bachelor of Science Degree in Finance from the University of Massachusetts, Boston. He is a Chartered Retirement Planning CounselorSM. CRPC® conferred by the College of Financial Planning. He holds the Series 6, 63, and 65 securities licenses, but more importantly, he is an Investment Advisor Representative. This means he has a fiduciary responsibility to his clients. This relationship relies on the necessity that a financial advisor must act on behalf of a client in a way the client would act for himself if he had the requisite knowledge and skills to do so. In addition, he holds Massachusetts State Life and Health Insurance Producer licenses.
Adrian grew up in West Hartford, CT; Bilbao, Spain; Hingham, MA and now resides in North Weymouth, MA. When he is not studying or working with his clients, he loves walking his dog “Wally” and spending quality time with his family and friends. He also likes to travel, read, ski, play sports, boat, and follow all Boston sports teams.
As a volunteer, he teaches financial classes with The Financial Awareness Foundation, a 501(c)(3) non-profit organization dedicated to significantly improving financial awareness and
Adrian looks forward to partnering with you as a client and helping you to improve your
financial well-being so that you can live the life you desire.