Rebecca Crandall, CFP®, EA

Senior Wealth Advisor
 San Francisco Bay Area|

Designations and Licenses

Rebecca is a CERTIFIED FINANCIAL PLANNER professional and Enrolled Agent with the IRS. 

Experience and Education

Rebecca focuses on developing comprehensive wealth solutions for individuals, families and small-business owners. Prior to joining Mariner Wealth Advisors, Rebecca spent 14 years serving clients at Authent Advisors, Inc. and its predecessor, Polaris Financial Services, Inc. Her background also includes working in Employee Benefits at Charles Schwab. 

Rebecca has a bachelor’s degree in accounting from the University of Utah and a Certificate in Personal Financial Planning, with distinction, from the University of California, Berkeley. 

Personal Interests

Rebecca enjoys traveling, biking and spending time with her dogs.

Rebecca’s Office

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