CONSORTIUM MEMBER SINCE 2016

Rebekah J Fero,

CFP®

Integrated Financial Group
17843 Murdock Circle, Unit 7B
Port Charlotte, FL 33948

Phone  |  941-625-5811
Fax  |  941-875-9926
E-mail  |  Rebekah.Fero@lpl.com



Member Profile

Client Vision

Rebekah's passion is learning about her client's lives and what really drives them. Through her discovery process, Rebekah is able to help her clients discover their unique passions, goals and financial dreams and works to inspire them to go from good to great. Rebekah believes that only when a client can understand and embrace their dreams, that they are better apt to make sounder financial decisions. By building a solid financial foundation through this planning process, Rebekah is better equipped to manage those goals and dreams for her clients and their loved ones. Rebekah's vision is best seen in the words of John Quincy Adams, "If your actions inspire others to dream more, learn more, do more and become more, you are a leader."


Areas of Expertise

  • Comprehensive Financial Planning
  • Transitioning through the loss of a spouse due to death or divorce
  • Family Generational Financial Planning
  • Retirement & Income Distribution Planning
  • Investment Advisory Services through IFG Advisory, LLC
  • Tax Planning Strategies

Education/Certification

  • CERTIFIED FINANCIAL PLANNERâ„¢ PROFESSIONAL - College for Financial Planning 1994
  • Financial Planning Association member for over 25 years
  • FINRA Series 7,24, & 63 securities registrations through LPL Financial

Outside The Office

Rebekah and her husband Jeff enjoy boating,off-shore fishing,skiing and spending time in Tennessee at their cabin. Rebekah has two children; Jeffrey, who has recently joined her practice as a Planning Assistant, who graduated with a BS in Business Management & Administration from Florida Gulf Coast University and Alyssa, an RN who is also a graduate of Florida Gulf Coast University with a BS in Nursing and works at Tampa General Hospital. Rebekah enjoys riding with her husband on their Harley Davidson and playing with her two dogs Annie and Allie. Rebekah is an avid animal lover and a board member of the Animal Welfare League of Charlotte County. She is also a dedicated Rotarian and has been voted Rotarian of the Year at both the club and district level.









TOP 25 FIRM
2004-2017

Chosen as one of Atlanta’s
Top 25 Financial Planning & Advisory Firms
based on assets under advisement.


RANKED TOP WORKPLACE 2015-2018





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Integrated Financial Group. All Rights Reserved.

DISCLOSURE: Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Advisory Services may be offered through LPL Financial, a registered investment advisor or IFG Advisory, LLC, a registered investment advisor. Integrated Financial Group and IFG Advisory, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, DC, Florida, Georgia, Idaho, Illinois, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia, Wisconsin.