Rebecka Pratt, CFP®, CLU®
Private Wealth Advisor
Call (616) 977-2639
As a financial advisor, Becky works with clients to develop custom financial plans. She focuses on ensuring all aspects of clients’ personal and financial lives are working together to help them accomplish their long-term goals.
Becky has more than 12 years of experience in the financial services industry. She previously served as a financial advisor at Ameriprise Financial Services.
Becky Pratt has a bachelor’s degree from Grand Valley State University in Michigan, and is a CERTIFIED FINANCIAL PLANNER™ professional. She has passed the FINRA Series 6, 7, 63 and 66 exams and holds life, accident, health and variable annuities licenses.
When not at work, Becky loves getting her hands dirty on her family’s farm. She and her husband, Gabe, and their three daughters raise cattle, chickens and a variety of crops.
CFP® – CERTIFIED FINANCIAL PLANNER™
CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients’ best interests today to prepare them for a more secure tomorrow.
CLU® – CHARTERED LIFE UNDERWRITER®
A Chartered Life Underwriter® (CLU®) is a financial professional with extensive knowledge of the life insurance industry and the underwriting process. In most states, a CLU® designation exempts you from pre-licensing education and underwriting certification requirements.
