Rebecca
Gonzalez

Origin Financial

CRD#6678374
Investment Advisor
in Boston, MA

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About this Advisor

Rebecca Gonzalez is a certified financial planner based out of Boston, Massachusetts with a total of 1 year of industry experience. Gonzalez is on the advisory team at Origin Financial. The advisor has gained experience at Arvest Bank, Ubs Financial Services, Inc, Principal Advised Services, Synergy Bank Consulting, Inc, Sunday Planning LLC and Origin Financial. Gonzalez has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Colorado. Origin Financial is a company operating out of Boston, MA. It manages $478 thousand in assets between its 23 customer accounts, making it one of the smaller financial advisory firms in the nation by assets under management. Origin Financial offers a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors usually depend on the financial services provided. Fees charged by Origin Financial can consist of any combination of asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

177 Huntington Ave Ste 1703 Pmb 50966
Boston, MA 02115-3153

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Origin Financial Brokerage Details

Total Assets Under Management

$478,000

MA Average: $16,012,751,954
Total Number of Employees

219

MA Average: 118
Total Number of Accounts

23

MA Average: 4,567
Average Account Size

$20,783

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Rebecca Gonzalez Work History

Rebecca has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Origin Financial

2020 - Present (4 years)

Sunday Planning LLC

2018 - 2020 (2 years)

Principal Advised Services

2018 - 2018 (< 1 year)

Synergy Bank Consulting, Inc

2016 - 2018 (2 years)

Ubs Financial Services, Inc

2012 - 2016 (4 years)

Arvest Bank

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Rebecca Gonzalez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Origin Financial

Michelle Petrowski
Boston, MA
Derek Cheshire
Boston, MA
Dace Dekruif
Boston, MA
David Blaylock
Fort Worth, TX
Matthew Shapiro
Culver City, CA
Jodie Williams
Boston, MA
Susan Gardiner
Saunderstown, RI
Michael Hakimi
Boston, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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