I’m a CFA Charterholder and Enrolled Agent with the IRS (the highest credential the IRS awards).
I’m a graduate of Tufts University, with a BS in Mathematics, and Brandeis University, with a MS in Finance.
For 14 years, I worked in the mutual fund and hedge fund industries as an Administration and Corporate Finance Executive.
And in 2010, I founded Grey Finance, LLC, so that I could help individuals get access to affordable and high-quality tax preparation and financial planning services.
Like an attorney or CPA, I have unlimited practice rights. Which means, I can represent you on all tax matters, in any of the IRS offices.
If you would like more information about how I can help you with your personal financial planning or tax situation, book your complimentary 20-minute phone consultation. There’s no obligation. And the consultation is free.
Rebekah Lea President, Grey Finance Chartered Financial Analyst, Enrolled Agent