Rebecca Meats has been an investment adviser representative at Apforia since January 2024, and is not listed among the firm’s executive officers or direct owners. Rebecca Meats holds a Bachelor's degree from Washington State University.
Apforia LTD is a Virginia Beach, VA firm with $102M under management, 385 clients and 10 advisers across 8 offices, as of its September 2026 filing.
Becky Meats is Financial Advisor & Partner of Clear Insight Wealth Management. She brings more than 16 years of accounting expertise to the intersection of tax planning and comprehensive financial planning. Meats is a Certified Public Accountant and Personal Financial Specialist, and maintains AICPA certifications in retirement planning, estate planning, risk management and insurance, and investment planning.
Rebecca Meats’ longest registration was 4 years at Rem Financial Planning (2019–2024). Before joining Apforia in 2024, Rebecca Meats was registered through Independent Progressive Advisors, LLC and Warga Asset Management.
- Independent Progressive Advisors, LLC– · 1 yearPortland, OR · Adviser representative · Firm CRD 139649
- Warga Asset Management– · under a yearLaCenter, WA · Adviser representative · Firm CRD 114041
- Rem Financial Planning– · 4 yearsLacenter, WA · Adviser representative · Firm CRD 301670
Professional designations
Listed by Apforia
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS)
Investment adviser representative registrations
Rebecca Meats is registered as an investment adviser representative in Washington, since January 2024.
- WashingtonSince 4 January 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 9 February 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Rebecca Elizabeth Meats
- CRD
- 7092772
- Firm
- Apforia · CRD 327176
- Office
- La Center, WA
- Registration
- Investment adviser registration
- In the industry since
- July 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- myciwm.com
Where does Rebecca Meats work?
Rebecca Meats is an investment adviser representative registered through Apforia LTD since January 2024, and is not listed among the firm’s executive officers or direct owners.
Is Rebecca Meats a financial advisor?
Yes. Rebecca Meats has a current investment-adviser registration in Washington, through Apforia since January 2024.
How many years of experience does Rebecca Meats have?
Rebecca Meats has 7 years in the financial industry, since July 2019, across 4 adviser firms.
What exams has Rebecca Meats passed?
Rebecca Meats passed the Series 65 in February 2019.
Where did Rebecca Meats work before Apforia?
Before Apforia, Rebecca Meats was registered through Warga Asset Management, September 2022 to September 2022.
Where is Rebecca Meats based?
Rebecca Meats’ registered office is in La Center, WA.
Is Rebecca Meats registered with FINRA?
No. Rebecca Meats has no current broker registration.
How can I verify Rebecca Meats’ record?
Search CRD 7092772 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Rebecca Meats’ full registration record.
