Rebecca Lake

Certified Educator in Personal Finance (CEPF) - Freelance Financial Writer & Money Expert

shallotte, north carolina, united states

Publications:

ffreedomdebtrelief.com

ssg.finance.yahoo.com

ssmartasset.com

Is this you?

Claim your profile to connect with sources, showcase your work, and earn extra income just by writing great stories.

Claim your profile

About

I've been covering finance for over a decade and specialize in personal finance, investing and small business. I currently work with some of the top brands in the financial space, including LendEDU, SmartAsset and SoFi. I've also worked with major banking brands, including Citi and Discover Bank, to create personal finance and banking content. NOTE: I DO NOT RESPOND TO LINK-BUILDING OR ARTICLE PLACEMENT REQUESTS.

Featured Articles

Social Media Marketing Plan Template for Financial Advisors

Social Media Marketing Plan Template for Financial Advisors Rebecca Lake Sat, 10 January 2026 at 12:12 am GMT+2 8 min read Social media can offer advisors opportunities to connect with prospective clients while nurturing relationships with existing client... See more

yahoo.com•Rebecca Lake•Jan 9, 2026

How to Create KPI-Based Bonuses for Financial Advisors

If you’d like to incentivize your team, you may consider introducing key performance indicator-based bonuses as part of your firm’s compensation structure. This approach ties salary bonuses to specific key performance indicators (KPIs) and is designed to ... See more

smartasset.com•Rebecca Lake•Dec 19, 2025

What Advisor Services Attract High Net Worth (HNW) Clients?

Working with high-net-worth (HNW) clients can increase assets under management and revenue, but getting them in the door can sometimes be challenging. Wealthier clients often have specialized needs that require in-depth knowledge of taxation, estate plann... See more

smartasset.com•Rebecca Lake•Nov 26, 2025

Millennial Investor Strategies for Advisory Firms

As the oldest millennials enter their peak earning years, investing and retirement may be weighing heavily on their minds. While 82% of millennials say their financial plan could use some improvement, only 26% have sought out professional financial advice... See more

smartasset.com•Rebecca Lake•Nov 26, 2025

Does CCO Outsourcing Make Sense for Your RIA?

Starting a registered investment advisor (RIA) firm or growing an existing one means having a chief compliance officer (CCO) on board to ensure that your business satisfies regulatory requirements. The question is, should you hire in-house or outsource th... See more

smartasset.com•Rebecca Lake•Nov 21, 2025

Bylined Articles

HARO Queries

Portfolio

Is this you?

Claim your profile to connect with sources, showcase your work, and earn extra income just by writing great stories.

Claim your profile

Social Media

LinkedIn X

Social Media

Pitching Guidelines

Keep it short (under 200 words)
Include credentials and links
Use subject lines with query title

Pitching Guidelines

Quick Stats

Followers

2K +

Articles13

Last Article4 days ago

Stats

Education

Master Of Science, Corrections, Criminal Justice at Charleston Southern UniversityGraduated: 2004

Bachelor Of Arts, Government, Political Science at University Of South CarolinaGraduated: 2000

Education

Rebecca Lake

Is this you?

About

Featured Articles

Social Media Marketing Plan Template for Financial Advisors

How to Create KPI-Based Bonuses for Financial Advisors

What Advisor Services Attract High Net Worth (HNW) Clients?

Millennial Investor Strategies for Advisory Firms

Does CCO Outsourcing Make Sense for Your RIA?

Is this you?

Social Media

Education

Connect with journalists.

Connect with journalists.

Social Media

Education

Featured Articles

Social Media Marketing Plan Template for Financial Advisors

How to Create KPI-Based Bonuses for Financial Advisors

What Advisor Services Attract High Net Worth (HNW) Clients?

Millennial Investor Strategies for Advisory Firms

Does CCO Outsourcing Make Sense for Your RIA?