Rebecca J. Gonzalez, CLU, CFP®
CERTIFIED FINANCIAL PLANNER TM
Rebecca Gonzalez began in the insurance industry in 1998 after earning her Bachelor of Science degree in Accounting from UW-Stevens Point. She worked with Catholic Family Life Insurance until July 2010 where she managed agency operations for Custom Concepts Financial Group, the companys largest agency nationwide. Her role included training new advisors on insurance and planning analysis and assisting advisors in forming solutions for individual clients.
She joined McNeely Financial in 2010 and specializes in the area of life insurance analysis as well as college, retirement and estate planning. She utilizes integrated planning, a process that assesses a clients entire financial picture before making recommendations.
Rebecca has earned the CERTIFIED FINANCIAL PLANNERTM certification and Chartered Life Underwriter (CLU) designations. She holds Series 6, 63 and 65 securities registrations and is an Investment Advisor Representative of Woodbury Financial.
Rebecca is currently serving on the Board of Directors for the Mosinee Youth Girls Softball Association. She is a Past President of the St. Paul Catholic School (Mosinee, WI) Home and School Board. Rebecca has held various positions for her local association of the National Association of Insurance and Financial Advisors (NAIFA). Her service to NAIFA also includes six years on the Wisconsin State Board. She is a Past President of NAIFA-WI. Rebecca works in the Wausau/Mosinee area as well as in the Spencer office. She serves all of Central Wisconsin.