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.
About Adrian Baldeon
Adrian Baldeon graduated from the College of Management at the University of Massachusetts Boston with a Bachelor of Science in Finance. He was a member of the university’s Student Managed Fund and contributed to the assessments and allocations of the school’s portfolio. During his final year of studies he took a leap of faith and co-founded a marketing production company, Launch Sight Productions. Adrian served as the Chief Financial Officer for 5 years where he managed the accounting and financials and was in charge of forecasting revenue and expenses. Adrian was also highly involved with client relationships as well as the physical and digital marketing operations.
Adrian is an Investment Advisor Representative. He is Life and Health insurance licensed in Massachusetts, and has obtained FINRA securities licenses Series 6 and 63. The widespread knowledge and experience he has gained through his education and entrepreneurship, paired with his professional licenses, provides him with the tools needed to help people with their retirement and legacy planning needs.
Adrian is an ambassador for The Financial Awareness Foundation and often has public speaking engagements on retirement planning, Social Security, tax strategies, and Medicare enrollment.