Rebekah J. Fero, CFP®, AIF®
For over 30 years, I’ve had the privilege of walking alongside families in Charlotte County through their most challenging financial transitions. I founded Fero Financial because I believe you deserve more than just investment advice—you deserve a financial guide who genuinely cares about your entire life.
My journey in financial planning began when I realized how many accomplished women were navigating major life changes like retirement, the loss of a spouse, divorce, or inheritance without the support they needed. They were being treated like account numbers at big firms, rushed into decisions they didn’t understand. I knew there had to be a better way.
Today, I specialize in helping women and families transform financial overwhelm into confident clarity. Whether you’re heading into retirement, sorting through estate documents or trying to honor your spouse’s legacy while building your own path forward, I’m here to guide you with patience, understanding, and zero judgment.
My approach is simple: treat you like family. That means you have my personal cell phone number, I remember what matters most to you, and I explain everything in plain English until you truly understand. I believe in education first, because when you understand the “why” behind financial decisions, you can move forward with confidence instead of fear.
When I’m not helping clients find peace of mind, I love to deep-sea fish here in Florida, ski in Colorado, and go camping with my family in our motorhome. My husband Jeff and I have been blessed with two wonderful children and two beautiful granddaughters. Our daughter Alyssa is a nurse practitioner, and our son Jeffrey has joined me in serving our clients here at Fero Financial.
How I Can Help You:
- Navigate transitions with compassion and guidance
- Transform complex financial decisions into clear, actionable steps
- Coordinate your financial life—investments, taxes, insurance, and estate planning
- Protect your fierce independence while building joy in your day-to-day
- Provide the patient education that turns confusion into confidence
Need help coordinating the complexities of your finances?
We want the best for you and are passionate about providing strategies and solutions that help you feel prepared and supported through life’s many challenges.
Work With a Certified Professional
Rebekah J. Fero, CFP®, AIF®
