Becca  Mathis,  CFP<sup>&reg;</sup> - Financial Advisor

Becca Mathis, CFP®

Jeter Hrubala Wealth Strategies

101 W Saint John St Ste 207
Spartanburg, SC 29306-5167
FINANCIAL ADVISOR'S WEBSITE
(864) 764-1789 CONNECT WITH Becca
  • linkedin link

General

Becca Mathis is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Jeter Hrubala Wealth Strategies in Spartanburg, SC and the surrounding communities.

Financial Advisor Experience

Member of the Financial Services Industry since 2007

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: SC
  • Health/disability insurance: SC
  • Fixed annuities: SC
  • Variable annuities: SC

Broker-Dealer Affiliation

Raymond James Financial Services, Inc.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Job Loss, Retirement, Stocks & Bonds, Life Planning, Sudden Wealth, Women's Finances

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