Rebecca Tapia
Rebecca Tapia is a registered investment advisor at Global Retirement Partners LLC, based in Walnut Creek, CA, with 14 years of industry experience. Rebecca operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 24,340 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fee Estimator
Location
1350 Carlback Ave., Walnut Creek, CA, 94596
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Rebecca is a registered representative of Heffernan Securities LLC, dedicating minimal time to this role. She also provides investment advisory services through Global Retirement Partners, spending nearly full-time on this activity, and is associated with Heffernan Insurance Brokers, though she spends no time there.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLCBroker
Previous Registrations
Heffernan Investment Advisors, INC.
LPL Financial LLC
Heffernan Securities, LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.