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Address:

1601 Response Road, Suite 110
Sacramento, CA 95815

Phone:

Rebecca Harper (916) 614-7637
Financial Professional
State of California Insurance License: #0541664

Terri Davis, CPA (916) 646-8180
Financial Professional
State of California Insurance License #0D55218

Fax/Other:

(916) 921-2247

Jennifer Littlefield, Financial Professional

JenLittlefieldBioPic

 

I had the privilege of joining the Harper Davis team in 2014. I enjoy working with individuals and business owners to develop comprehensive retirement, wealth management, estate planning and tax strategies. The retirement landscape has changed and I work closely with my clients to educate them on the many different retirement considerations including projected medical costs, social security strategies, long term care expenses, and the ever changing pension system. I work closely with my clients to fully understand how these critical retirement elements impact their retirement plan.

 


Education:
The Wharton School, University of Pennsylvania
August 2015
Certificate in Retirement Planning

Sacramento State University
May 2009
Masters of Business Administration – Finance

Humboldt State University
May 2000
Bachelors of Science – Business Administration

Licenses:
Investment Advisor Representative, AXA Advisors, LLC
Securities registrations: FINRA series, 7, 63 & 65
State of California Insurance License: # 0I52371

Community Involvement
My husband and I are raising our two young children in the Sacramento area. 

I am currently a member of the Sacramento Metro Chamber of Commerce and NAIFA.

I enjoy volunteering in the community and currently sit on the board for KidsFirst, Child Abuse Prevention Council.

 

Harper Davis Financial, AXA Advisors and AXA Network do not provide tax or legal advice. Please consult your tax and/or legal advisors regarding your particular circumstances.


Securities offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Annuity and insurance products offered through AXA Network, LLC, which conducts business in California as AXA Network Insurance Agency of California, LLC.  Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly licensed.

Harper Davis Financial is not owned or operated by AXA Advisors or AXA Network.

 

 

Link to axa-equitable.com

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