Becki E. Iacopelli, MT, CFP®, CFA®
Becki Iacopelli, MT, CFP®, CFA®, is a Senior Financial Adviser with Wescott specializing in advanced wealth planning for high and ultra-high-net-worth individuals, executives and multigenerational families. Her expertise spans complex tax and estate strategy, investment management, concentrated stock positions and equity compensation, allowing her to advise clients on the complex financial decisions that occur when significant wealth is created, transferred, and preserved.
Becki holds both the CERTIFIED FINANCIAL PLANNER® (CFP®) and Chartered Financial Analyst® (CFA®) designations, complemented by a master's degree in taxation, with a concentration in estate planning, from Villanova University. This combination of credentials enables her to bridge comprehensive tax and estate planning with sophisticated investment analysis.
Through her advisory work and thought leadership, Becki helps clients and peers better understand the intersection of portfolio management, financial planning and tax-efficient wealth creation.
Phone: 215-979-1687 | Email: riacopelli@wescott.com | Website: wescott.com
