Rebekah Eason has been Owner of Irvine Wealth Planning Strategies since January 2021, is not listed as a control person, but directly owns between 5% and 10% of the firm. Rebekah Eason studied at SUNY Alfred State College.
Irvine Wealth Planning Strategies, LLC is a Corning, NY firm with $157M under management, 229 clients and 3 advisers across 5 offices, as of its February 2026 filing.
Becky Eason is an associate advisor of Rooted Planning Group, based in Corning, NY. She began with the firm as an intern in 2018, then became a paraplanner after graduating, a role that has become her associate advisor role.
- Rooted Planning GroupCurrent– present · 7 yearsCorning, NY · Adviser representative · Firm CRD 284120
Professional designations
Listed by Irvine Wealth Planning Strategies
- CERTIFIED FINANCIAL PLANNER™
Investment adviser representative registrations
Rebekah Eason is registered as an investment adviser representative in New York, since August 2021.
- New YorkSince 27 August 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 October 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Rebekah Elizabeth Eason
- CRD
- 7045466
- Firm
- Irvine Wealth Planning Strategies · CRD 284120
- Role
- Owner
- Office
- 10 EAST MARKET STREET, Corning, NY 14830
- Registration
- Investment adviser registration
- In the industry since
- January 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- rootedpg.com
Where does Rebekah Eason work?
Rebekah Eason has been Owner of Irvine Wealth Planning Strategies, LLC since January 2021.
Is Rebekah Eason a financial advisor?
Yes. Rebekah Eason has a current investment-adviser registration in New York, through Irvine Wealth Planning Strategies since January 2020.
How many years of experience does Rebekah Eason have?
Rebekah Eason has 7 years in the financial industry, since January 2019, across 1 adviser firm.
What exams has Rebekah Eason passed?
Rebekah Eason passed the Series 65 in October 2018.
Where is Rebekah Eason based?
Rebekah Eason’s registered office is in Corning, NY.
Is Rebekah Eason registered with FINRA?
No. Rebekah Eason has no current broker registration.
Is Rebekah Eason a CFP?
Irvine Wealth Planning Strategies lists Rebekah Eason with the CFP credential (“CERTIFIED FINANCIAL PLANNER™”) on its website. CFP Board confirms certification status.
How can I verify Rebekah Eason’s record?
Search CRD 7045466 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Rebekah Eason’s full registration record.