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Rebecca Haugh
Managing Director, Financial Planning
Location: Pittsburgh
412-288-9150
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Biography

Rebecca Haugh is the Managing Director of Financial Planning at BPU. In this capacity she oversees the financial planning services of the firm and chairs the Financial Planning Committee, comprised of BPU’s team of in-house attorneys, CERTIFIED FINANCIAL PLANNER™ Professionals, Chartered Financial Analysts, and Accredited Investment Fiduciary Analysts®. In addition Rebecca works with individual clients to provide them with full service and long term financial solutions. She is also a member of the firm’s Investment Committee.

  • Rebecca Haugh/Supplemental Brochure – ADVPart2B
  • Financial Planning Committee/Supplemental Brochure – ADVPart2B
  • Investment Committee/Supplement Brochure – ADVPart2B

Background

  • Financial Advisor, Parker Hunter, Uniontown Office
  • Financial Planner, IDS, American Express, Washington, PA Office

Education

  • Bachelor of Science, Business, Waynesburg University

Professional

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ professional
  • Accredited Investment Fiduciary Analyst™
  • Completion of training in the Collaborative Law Process

Licenses

  • FINRA Series 7, 24 and 66
  • Life, Accident, and Health License for the states of Pennsylvania and Ohio
  • Pennsylvania Notary

Professional Affiliations

  • Member, Financial Planning Association
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