Broker Check
Rebecca L. Haugh, CFP®, AIFA®

Rebecca L. Haugh, CFP®, AIFA®

Wealth Advisor

724-201-2522

rhaugh@215wealth.com

My journey in financial planning started with a summer job and a stubborn dad. Before my first paycheck at 15, he insisted I open an IRA. I was appalled—what teenager wants to lock away their hard-earned cash instead of spending it? But he took the time to explain what it meant to invest in your future, and that conversation planted a seed I didn’t even realize was growing.

In college, I saw firsthand how many people—smart, hardworking people—were unsure how to build financial security. It clicked: I could help. I could do for others what my dad did for me—translate financial tools into real-life plans and empower people to build the future they want.

I earned my degree in Finance from Slippery Rock University, along with a Personal Financial Planning Certificate, and went on to earn my CFP® certification. Over the years, I’ve worked with firms large and small across Pittsburgh, gaining a well-rounded foundation in comprehensive financial planning. Today at 21:5 Wealth Management, I have the freedom to put clients first—offering guidance that’s rooted in experience, aligned with values, and always tailored to real life.

I love working with individuals and families who want clarity, confidence, and a plan that truly fits them. My favorite conversations are the ones where someone says, "I finally feel like I understand this." That’s when I know we’re on the right path.

Outside the office, you’ll usually find me with my husband Jason and our two kids—Liam and Adelai—who keep life fun, full, and a little chaotic (in the best way). Between hockey games, soccer practices, and the occasional family camping trip or board game showdown, we make the most of our time together.

Schedule Time with Me

ADV Part 2B

Family photo 1 
 
 

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.