Dr. Rebecca R. Gao, Ph.D. CFA, CFP®, founded RRG Wealth Advisors after serving as a Portfolio Manager and later a Director of Equity Portfolio Management at BNY Mellon for over 20 years. She has a Ph.D degree in Economics and proudly holds the CFA and CFP® credentials.  

With over 20 years industry experience managing investment portfolios for big institutions and mutual funds, Dr. Gao is here to share her wisdom with you and to ensure that you have a seasoned partner by your side as your life changes and as the market fluctuates.  Dr. Gao is here to help you achieve your life goals.    

Rebecca speaks both English and Mandarin Chinese.  Rebecca lives in San Francisco with her husband, two daughters and their tea cup Pomerania.

CFP® (CERTIFIED FINANCIAL PLANNER™) designation holders have completed extensive training and are held to the highest ethical and educational standards. CFP® (CERTIFIED FINANCIAL PLANNER™) professionals act in a fiduciary capacity and service our clients with truly objective advice, free from external influence. 

The CFP® (CERTIFIED FINANCIAL PLANNER™) accreditation is among the most prestigious certifications that a financial professional can hold. These professionals are bound by fiduciary duty (they must always act in the best interest of their clients when dispensing financial advice). This makes CFP®s a choice provider of financial planning services within the advisory industry.

Fee-Only Fiduciary Financial Planning San Francisco Bay Area & Across the US.

Rebecca is a Registered Investment Advisor Representative (IAR) of Core Planning LLC, a Registered Investment Advisor.

https://www.corepln.com/rebecca-gao