Rebecca Pomering

Rebecca Pomering

Rebecca Pomering

CHIEF EXECUTIVE OFFICER, PRINCIPAL


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Rebecca Pomering is Chief Executive Officer of Moss Adams Wealth Advisors. Ms. Pomering spent eleven years as a management consultant with Moss Adams LLP consulting to many of the most well-known wealth management firms in the country on business strategy and management. She is regarded as one of the leading experts on the business of wealth management and is a prominent speaker and writer.

In 2008, Rebecca joined Moss Adams Wealth Advisors, the wealth management division of Moss Adams LLP, as CEO, to lead the firm’s integrated delivery of wealth management services. She is responsible for the growth of the firm inclusive of strategic planning, sales and marketing, team development, firm integration, and mergers and acquisitions.

COMMUNITY AND PROFESSIONAL ACCOMPLISHMENTS

  • Board Member, Seattle Repertory Theatre, Development Committee and Executive Committee, 2012 - 2015
  • Named to Puget Sound Business Journal’s 40 under 40, 2010*
  • Named to Wealth Manager’s 50 Top Women in Wealth, 2009-2011*
  • Named to Accounting Today’s 100 Most influential People in Accounting, 2008*
  • Founding Member, Boys & Girls Clubs InfluenceHer program
  • Founding Advisory Board Member, Moss Adams’ Forum_W initiative
  • Past Member, National Board of Directors, Financial Planning Association

PUBLISHING AND SPEAKING EXPERIENCES

  • Co-author of the books Practice Made Perfect and Practice Made (More) Perfect, published by Bloomberg Press
  • Past author of regular column in Financial Advisor magazine
  • Engaged as a speaker for such organizations as: Schwab Institutional, Fidelity Investments, TD Ameritrade, Raymond James Financial Services, LPL, Commonwealth Financial Network, AIG, Tower Square Securities, SEI Investments, ING Network, London Life, AllianceBernstein, Columbia Management, Macquarie Bank in Australia, Financial Planning Association, National Association of Personal Financial Advisors, Financial Services Institute, and the American Institute of CPAs.

EDUCATION

  • Bachelor of Science, Finance and Accounting, University of Illinois, magna cum laude


*Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client, nor are they representative of any one client’s evaluation or experience with the advisor. Generally, ratings, rankings, and recognition are based on information prepared and submitted by the advisor, and/or are part of a process in which not all advisors elect to participate. Criteria may include, but are not limited to: Nominations from the advisors themselves, readers, industry associations, clients, and other advisors; unverified portfolio returns; compensation structure; success in identifying and achieving client goals; client retention rate; types of clients; and the advisor’s self-described business philosophy, assets under management professional longevity, and advisor-client relationships.