Rebecca Blaschak is an accomplished Relationship Manager with a strong background in financial planning. She holds a Bachelor of Science in Business Management from Frostburg State University and is a CERTIFIED FINANCIAL PLANNER™ professional. Rebecca’s day-to-day responsibilities involve crafting and analyzing financial plans and ensuring her clients understand the steps needed to achieve their financial goals. What sets her apart is her holistic approach, considering all aspects of a client’s life. She takes the time to understand clients’ personal goals and values, allowing her to tailor financial strategies to their unique needs and life goals. Her primary goal is to empower clients with knowledge, enabling them to make informed decisions and achieve long-term financial success. Clients value her curiosity, and listening skills, both of which help her ensure that her client’s plans align with their objectives. Rebecca was drawn to the investment services field by a desire to help others achieve financial independence. Her personal connection to federal employees makes her a relatable advocate for understanding the intricacies of federal benefits. Outside of work, Rebecca actively participates in her local garden club, contributing to community beautification efforts. She also enjoys gardening and hiking, embracing anything that gets her outdoors. Originally from Bowie, MD, Rebecca currently lives in Millersville, MD, with her husband, Tom.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.