Becky is a CERTIFIED FINANCIAL PLANNER™ professional and registered investment adviser representative in Pacific Global’s Florida office. In addition to providing financial planning services for clients, she serves as a Compliance Officer. Becky has also been involved in Pacific Global’s marketing and business development activities since she joined the firm in 2005. She received a B.S. degree from Geneva College. CFP Board owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.