Rebecca Dinneen is a financial planner and advisor based in Walnut Creek, California, specializing in retirement income planning, investment management, and personalized guidance for individuals and families.
She works closely with clients to help simplify financial decisions and create long-term strategies focused on growth, income, and financial security. Rebecca is especially passionate about helping widowed and single women feel more confident and supported in managing their finances.
Rebecca works alongside her father, Vincent Dinneen, continuing a family practice built on long-term relationships, accessibility, and personal service.
Known for her responsive and hands-on approach, Rebecca believes financial planning should feel approachable, clear, and tailored to each client’s unique goals.
Rebecca graduated from San Ramon Valley High School in Danville, California in 2003. She earned her bachelor’s degree in English Literature and Women’s Studies from San Diego State University in 2007, and later completed her MBA at Regis University in Denver, Colorado in 2018, where the university’s values-based education emphasized ethical leadership, critical thinking, service, and development of the whole person.
She earned her CFP® certification in 2025 after completing CFP Board’s rigorous education, examination, experience, and ethics requirements, reflecting her commitment to providing competent, ethical, and client-focused financial planning services.
For fun, Rebecca enjoys caring for her dog, playing tennis, and spending time with friends and family.