Rebecca Sorensen, CFP, CIMA - UBS Financial Services Inc.
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2301 W Big Beaver Rd Ste 800
Troy, MI 48084
Rebecca Sorensen, CFP, CIMA, is a Senior Vice President in Wealth Management at UBS Financial Services Inc., located in Birmingham, MI. With a commitment to helping clients navigate the complexities of today's financial landscape, her team focuses on organizing finances around short-term needs, long-term goals, and generational visions.
Recognized for her expertise, Rebecca has received multiple accolades from Forbes, including being named among America's Top Women Wealth Advisors and Best in State Wealth Advisors. Her approach, known as the UBS Wealth Way, emphasizes liquidity, longevity, and legacy, guiding clients in exploring and pursuing their wealth management objectives.
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