# Rebecca Contin

> Rebecca Contin is a fee-only financial advisor at East Rock Financial Services in Santa Cruz, California, who holds the CFP credential. Rebecca charges a flat fee or retainer and a percentage of assets (one-time plans from $4,750 and 0.75% a year on the first tier of assets managed) and focuses on retirement planning.

Page: https://find.wellspent.co/advisors/rebecca-contin/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** East Rock Financial Services
- **Based in:** Santa Cruz, California
- **Fee model:** Flat fee or retainer; Percentage of assets
- **Fees (firm's website):** one-time plans from $4,750; 0.75% a year on the first tier of assets managed
- **Assets under management (firm):** $135.8M across 190 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **CRD:** 4317249 (https://adviserinfo.sec.gov/individual/summary/4317249)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (2001)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.eastrockfinancial.com

## Frequently asked questions

### Is Rebecca Contin a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Rebecca holds no broker registration, and East Rock Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Rebecca charge for financial advice?

Rebecca charges a flat fee or retainer and a percentage of assets.

### How much does Rebecca charge?

According to East Rock Financial Services's website, checked October 30, 2026: one-time plans from $4,750; 0.75% a year on the first tier of assets managed.

### Where is Rebecca Contin based?

Rebecca Contin is based in Santa Cruz, California.

### What does Rebecca specialize in?

Rebecca's specialties include retirement planning.

### What credentials does Rebecca Contin hold?

Rebecca Contin holds the CFP credential.

### Is Rebecca Contin registered with the SEC?

Yes. Rebecca Contin is registered as an investment adviser representative in CA (CRD 4317249), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does East Rock Financial Services manage?

East Rock Financial Services reports $135.8M across 190 accounts in assets under management.

### How do I contact Rebecca Contin?

Through Rebecca's website, www.eastrockfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4317249): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://eastrockfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.