Founder & Tax Attorney of Walser Wealth Management

Rebecca Walser | Biography

Writer of 'Wealth Unbroken: Growing Wealth Uninterrupted by Market Crashes, Taxes, and Even Death'

• By Yunil Tamrakar
• Original : February 23, 2022

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Rebecca Walser is the founder of Walser Wealth Management and was named 'Top 100 Most Influential US Advisors' in 2019.

Who is Rebecca Walser?

Walser is a tax attorney, author, and certified financial planner. She worked for Hines Norman Hines, then was Regional Vice President for AMC Real Estate Financing and International Financial Consultant for PricewaterhouseCoopers for 14 years from 2000 to 2014.

During her time at Hines Norman Hines as a tax attorney, she worked in the South Tampa office of a premier law firm that provided sophisticated counsel to corporations for decades. Her training included tax planning, tax minimization strategies, trust, and estate planning, among others.

As a Regional Vice President at AMC Real Estate Financing, Walser used her financial skills and knowledge to educate clients and find solutions for their financial needs, resulting in the highest closing rates in the country. In addition, she oversaw the Orlando division, trained staff on credit debt-to-income, and managed client relationships.

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Walser also worked for PricewaterhouseCoopers as a global financial service managing partner's assistant, reporting directly to the worldwide team of London. She was in charge of the financial management and analysis of a portfolio of four international sectors and the related investments and development projects, and she traveled extensively.

Since 2015, Walser has been working at her self-founded company, Walser Wealth Management, as a tax attorney and wealth maximization advisor. In addition to that, she is also currently serving as a fox business columnist & network commentary for Fox Business Network since 2018.

Walser has been featured as a top tier financial consultant in several media channels such as the US News & World Report, Wall Street Journal, Bloomberg Business, CNBC, New York Post, New York Daily News, ABC News, NBC News, CBS News, FOX News, Yahoo Finance, and many more.

Besides, she is also the author of her bestselling book 'Wealth Unbroken: Growing Wealth Uninterrupted by Market Crashes, Taxes, and Even Death.'

Early Bio and Education

Rebecca Walser received her summa cum laude bachelor's degree in finance from the University of South Florida and her cum laude Juris Doctor degree from the University of Florida. 

She then earned her advanced law degree in taxation from New York University.

Furthermore, she also attended The London School of Economics and Political Science for her master of business administration from 2020 to 2022.

However, there is no information about her date of birth and early life details.

Book

Walser published her first book, 'Wealth Unbroken: Growing Wealth Uninterrupted by Market Crashes, Taxes, and Even Death' in 2018, which hit the #1 bestseller on Amazon in multiple categories.

It is a non-fiction book about continually increasing money, highlighting the benefits of getting started early in investing for retirement. Walser explains how and why popular beliefs about long-term wealth-building prevent most Americans from achieving financial success in retirement.

Walser Wealth Management

Rebecca Walser is the founder of Walser Wealth Management, a limited liability company that specializes in important tax and financial planning for high net worth individuals, businesses, and families.

Walser holds a rich background as an international financial consultant and tax attorney, enabling the firm to leverage years of knowledge and experience to benefit its clients.