Becca Rak

Planning Associate

Becca joined Clearstead in 2021. As a Planning Associate in the Private Client Group, Becca provides analytical support for financial planning and investment management services, and is involved in all aspects of planning, communication, and administrative services for Clearstead Clients. 

Becca previously worked as a Client Services & Operations for Burkhart & Co., which merged with Clearstead in October of 2021. She currently has the Financial Paraplanner Qualified Professional designation from the College of Financial Planning, is a Notary Public, and attended Ohio University’s where she completed her studies from the E.W. Scripps School of Journalism in 2012.


Clearstead is structured to put client’s interests first through our fee-only advisory model. Clearstead is independent and believes this is central to providing objective advice to its clients.