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Rebecca Kwok

Rebecca Kwok

BBA
Insurance Administrator

EMAIL REBECCA

Rebecca Kwok joined Covenant Family Wealth Advisors as an Insurance Administrator in November 2011. She enjoys applying her education in business administration to a company that takes a holistic approach to financial planning and shares her values of excellence and integrity within a biblically-centered environment.

Rebecca works primarily in the areas of financial and estate planning where she administers every detail of the insurance application process, from filling out applications and gathering additional application information, to liaising with clients, tracking the status of applications, and updating advisors.

Rebecca graduated with Bachelor of Business Administration degree with a concentration in finance, marketing and human resources. She brings to Covenant more than eight years of experience in customer service and marketing.

At work, Rebecca is organized, detail-oriented and calm under pressure. Outside of work, Rebecca enjoys traveling with her husband and exploring new cultures, along with outdoor adventure activities, such as surfing, skydiving, and parasailing. She has even been known to ride an elephant or two.

Family. Wealth. Harmony.®

Covenant Family Wealth Advisors' certified financial advisors and business succession planning experts help guide families through the technical and emotional aspects of managing wealth, estate planning and business succession. Our experienced financial management team uses a Christian perspective that is rarely found in traditional financial planning, and we work closely with you to develop a personal Holistic Stewardship Plan that encompasses financial planning, estate planning, family business transition and philanthropy.

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