Rebecca Contin
East Rock Financial Services · Santa Cruz, California
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.
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Specialties
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 | $135.8M across 190 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 4317249 |
| Exams passed | Series 63 (2001) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.eastrockfinancial.com |
| Profile |
How Rebecca's firm compares
- A one-time plan starts at $4,750, above the California median of $2,500 for fee-only firms that publish prices.
- East Rock Financial Services's average account is about $715,000, from its Form ADV (assets managed divided by 190 accounts).
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Questions about Rebecca
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- East Rock Financial Services website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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