• Two women sitting on outdoor stone stairs, one embracing the other, smiling and looking into each other's eyes.

    You’re Smart. Your Money Should Be Too.

     Smart strategies for retirement, protection, and peace of mind — without the Wall Street rollercoaster.

  • A family of four, including two adults and two children, laughing and enjoying each other's company outdoors in a park during daytime.

    What If Your 401(k) Isn’t the Full Plan?

    Your future deserves more than just hope and market swings.  Build a safer, smarter retirement plan with protection built in.

  • A couple embracing outdoors with bright sunlight behind them, smiling and touching foreheads.

    Life Insurance That Pays When You’re Still Living? Yep.

    The new kind of life insurance that protects you, your family and grows cash value plus living benefits.

  • A family of four smiling together in a brightly lit room. The group includes a man, a woman, and two children.

    Planning For the Future Shouldn’t Feel Overwhelming.

    Let’s simplify things: life insurance, retirement income, and legacy planning you actually understand — and control.

Plan. ProTECT. proSPER.

A woman with dark curly hair smiling, wearing a royal blue zip-up jacket, against a dark blue background.

Rebekka Murray, Founder & Financial Professional

National Producer Number: 19879571

My experiences shaped how i work today.

Hi, I’m rebekka murray, founder of the smart money pro based in southern california.

I don’t believe financial planning should feel intimidating, sales-driven, or disconnected from real life. It should feel clear, supportive, and built around what actually matters to you.

I didn’t enter this field because I loved spreadsheets or market charts. I came here because I lived what happens when life changes faster than a financial plan can keep up. My family was impacted by the 2008 recession, and in 2015, after my spouse passed away, I found myself making financial decisions while grieving — with very few answers and even fewer people who truly listened.

I help people who are doing their best — working hard, raising families, caring for others — but still feel uncertain about their financial future. My focus is on strategies that protect you when life doesn’t go as planned, not just when the market cooperates.

What sets my approach apart is simple: I start with your life, not a product. No pressure. No judgment. Just honest conversations and thoughtful strategies that give you more control, clarity, and confidence.

When you work with me, you won’t be rushed or talked over. You’ll be heard, supported, and given options that make sense for where you are — and where you want to go.

If you’re looking for a financial professional who leads with experience, empathy, and practicality, I’d love to connect. Your complimentary, no-pressure financial analysis is simply a conversation — and a good place to start.

EVERYTHING YOUR FAMILY NEEDS.

ALL IN ONE PLACE.

A tree with U.S. dollar bills as leaves, planted on a small mound of earth with grass and rocks, against a clear blue sky.

book your complimentary personal financial review.