Focus: Insurance Strategies, Business Owners, Investment Strategies, LGBTQ, Retirement Income Planning, Estate Planning, College Funding Strategies, Business Succession Planning, Risk Management Strategies, Charitable Giving
Languages: English, French
Rebecca Craig began her professional career after graduating from Washington University in St. Louis. She earned her Bachelor of Art (B.A.) Degree, with academic concentrations in political science, political economy, comparative politics, and quantitative methodology
Combining her comprehensive background in economic strategy, financial & managerial accounting, financial planning and nonprofit development with years of her own entrepreneurial experience , Rebecca expertly designs and executes optimal, tax-advantaged planning strategies for businesses and individuals.
Her scope of specialization includes:
- Financial Planning for Professional Women
- Comprehensive Financial Planning, Cash-Flow Analysis & Tax-Advantaged Investment Strategies
- Closley-held/Small Business Insurance, Continuation & Succession planning
- Executive Bonus & Employee Benefit Plans
In August 2016, Rebecca was delighted to accept an offer to join R&F Financial Group, whose collective values, vision and fiduciary standards mirror Rebecca’s own in perfect alignment. Rebecca embraces their collaborative approach to advising, enhancing her ability to provide a wide-breadth of expertise and care for her many clients.
Rebecca holds a Accredited Business Accountant/Advisor (ABA) designation from the Accreditation Council for Accountancy and Taxation® (ACAT), a leading national Credential for practitioners who specialize in financial accounting, financial reporting, taxation, managerial accounting, business law, and ethics for small-to-medium sized businesses. She is a member of the National Society of Accountants.
Rebecca earned the Certified Family Business Specialist (CFBS) designation from The American College of Financial Services. She has extensive knowledge and insight into the inner workings and challenging dynamics of family-owned business and small, closely-held corporations.
Rebecca invests time and energy in the St. Louis community, volunteering with local start-up business initiatives and serving on non-profit steering committees to fundraise for worthy causes. Rebecca is a business partner-member of HRMA St. Louis and serves on their programming committee. She is a member of various other organizations, including UCP Heartland’s development committee, Yoga Buzz St. Louis volunteer group and American Mensa/St. Louis Area Mensa.
Rebecca is an avid advocate of empowerment through education. She serves as an Assistant-Coach of the Parkway West High School Speech and Debate team.
A self-proclaimed feline enthusiast, she happily resides with her Russian-Blue cat companion, Godric, in Clayton, Missouri.
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