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Podcast: Finding Mastery with Dr. Michael Gervais
Episode: Rebecca Rothstein, Top Wealth Advisor
Description: This week’s conversation is with Rebecca Rothstein, a private wealth advisor focused on helping high-net-worth individuals, families and institutions pursue their financial goals through wealth management, tax minimization strategies and legacy planning services.In 2017, Forbes named Rebecca one of “America's Top Wealth Advisors" and this year recognized her as the #1 “Top Women’s Wealth Advisor.”What stands out in this conversation is while Rebecca’s area of expertise may appear on the surface to be wealth management, her true gift is her ability to build relationships with her clients, her team, and her family.One of...