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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.

Find Your Clarity

We provide objective financial leadership through our fee-only advisory model. We do not offer proprietary products and receive no commissions from the investments we recommend: our only source of revenue is advisory fees we receive for financial advice. Our objectivity is central to the effective service we provide our clients.