Rebecca Müller, CFP®, CFS - President and Wealth Coach
Rebecca C. Müller, CFP®, CFS
Certified Financial Planner
Certified Funds Specialist
A former high school math teacher, Rebecca began her financial planning career as an Area Manager for RMI Community Business Insurance Center in 1983. In 1983, RMI was owned by Blue Cross/Blue Shield of Indiana, who held the Money Concepts Franchising rights in Indiana. In 1984, Rebecca founded Circle Financial Planning, Inc. to purchase the franchise rights from BC/BS of Indiana.
In 1985, Rebecca and her father Jim Moss formed MC-Tip, Inc. to work with Money Concepts International to convert all of the franchises in Indiana to Money Concepts Financial Planning Centers. Rebecca served as Regional Director for Money Concepts International in the state of Indiana.
Since joining Money Concepts, Rebecca has been a leader in the Money Concepts community and has won various top annual achievement awards. She has also been awarded many of Money Concepts exclusive special awards including, Woman of the Year (1985), Saleswoman of the Year (1988-1989), the prestigious President of the Year Award (2008), and The Exclusive Legend Award (2014). The last Exclusive Legend Award was previously awarded to her father, Jim Moss in 2005. Rebecca also received the Pathfinder Award in 2019 and 2020.
Most recently, Rebecca was named as a 2020 Five Star Wealth Manager by Indianapolis Monthly. This Best in Client Satisfaction designation is evidence of her approach to wealth planning. 2020 is the 13th consecutive year she has won this prestigious award. In fact, Rebecca is 1 of only 26 advisors nationally who has earned this distinction more than eight times.
Rebecca helps investors and corporations with their investment and financial planning needs. Rebecca is professionally trained in financial planning, estate planning, investment and insurance services. As a wealth coach, she specialized in retirement planning and estate planning.
In a recent interview, Rebecca stated “As a wealth coach, it gives me great joy to help my clients achieve the retirement of their dreams. She further added, “Many of my clients have been clients for decades. I value the relationships I have developed over the years with these wonderful people who are like family to me.”