Rebecca Ellen Lees
Investment adviser representative at Olio Financial Planning
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$600.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- Olio Financial Planning, LLCSep 2026 to now
- Core PlanningAug 2024 to Sep 2026
- Purpose Financial CoachingApr 2023 to Sep 2026
- Northrop GrummanJan 2019 to Nov 2023
- Northrop GummanJun 2007 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (VA).
Olio Financial Planning
Legal name: Olio Financial Planning, LLC
$600.5MAssets managed
387Clients
11Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7979417
- Firm CRD
- 282355