Rebekah Fa'asau,

Rebekah is the founder and leader of Fa'asau Wealth Management of Raymond James based in Boise, Idaho. One thing that clearly comes across when working with Rebekah is how much she truly cares about the families and individuals who have entrusted her with their financial lives. “The way I feel about my clients is really just a natural by-product that stems from the belief that what I do for a living is more than just a job – or even a career. This is my calling.”

“My advice is genuine, customized and practical,” Rebekah says. This down-to-earth approach has brought her industry recognition, including several distinguished accolades. Forbes recognized her as one of their “Best-In-State Wealth Advisors” from 2019 through 2023; "Top Women Wealth Advisors” from 2020 to 2021; “America’s Top Woman Wealth Advisors Best-in-State” from 2022 to 2023; and as one of their “ Best-In-State Next-Gen Best-In-State Wealth Advisors” in 2019. Working Mother Magazine recognized her as one of their “Top Wealth Advisor Moms” from 2018 to 2021.

Drawn by her fascination with the ever-changing markets, Rebekah became an advisor in 2007 and built a 16-year career at Merrill Lynch, obtaining the titles of senior vice president and portfolio manager. Rebekah also holds the Chartered Retirement Planning Counselor^™ designation. 

Fa’asau Wealth Management serves a select group of individuals and families, designing custom strategies to satisfy their unique needs and circumstances. Over the past decade, Rebekah has built a process-oriented team that emphasizes attention to detail, a consistent client experience and dedicated service. She and her team work closely with their clients to help provide strategies for the complexities of their financial lives and capitalize on the opportunities for their wealth.

In 2023, Rebekah and her team joined Raymond James, drawn by its people-centered approach and resources for all phases of life. “My decision to join Raymond James centered around one thing, the clients that I serve. Some firms believe that size and scale can replace relationships. At Raymond James, what I found is a focus on quality and culture that has produced industry-leading market research, a broad array of investment options and best-in-class financial planning resources.” 

Rebekah is a graduate of the University of the Incarnate Word in San Antonio, where she received her Bachelor of Business Administration degree in marketing, magna cum laude. “I’ll never forget learning about the capital markets for the first time; it ignited a deep interest that became a passion of mine,” Rebekah recalls.

Dedicated to helping others even outside her financial practice, Rebekah serves as the sponsorship chair for an annual golf tournament that benefits Capstone Primary School in Uganda. She visited the school in 2019 and is devoted to helping the deserving students she met on her trip.

Rebekah and her husband, James, have been married for 15 years and have two children. In their free time, they can be found biking, skiing, kayaking and enjoying the great outdoors of Idaho together with their children.

Raymond James is not affiliated with the above organizations.

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors who are considered have a minimum of seven years of experience, and the algorithm weights factors, like revenue trends, assets under management, compliance records, industry experience and those who encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 34,925 nominations, more than 6,550 advisors received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement and may not be representative of individual clients’ experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or SHOOK Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.

The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Research summary: (as of February 2021) 32,810 nominations were received, based on thresholds (9,785 women). 16,165 advisors were invited to complete the online survey. 13,235 advisors were interviewed by telephone. 2,595 advisors were interviewed in person at their location. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Raymond James is not affiliated with Forbes or SHOOK Research, LLC. This ranking is not indicative of an advisor’s future performance, is not an endorsement and may not be representative of individual clients’ experience.

The Forbes ranking of America’s Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 02/04/22 to 09/30/22 and was released on 02/01/2023. Research summary (as of February 2023) 38,314 nominations were received and approximately 1,700 women won based on thresholds. This ranking is not indicative of an advisor’s future performance, is not an endorsement and may not be representative of individual clients’ experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or SHOOK Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-women-advisors/ for more information.

SHOOK Research considered advisors born in 1980 or later with a minimum four years’ relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK Research nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or SHOOK Research, LLC. This ranking is not indicative of an advisor’s future performance, is not an endorsement and may not be representative of individual clients’ experience. Out of 6,389 advisors considered, 1,489 made the final list in 2019. For more information, see shookresearch.com.

SHOOK™ Research considered women advisors with children living at home under 21 years of age. The ranking algorithm is based on qualitative measures derived from telephone, virtual and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc. and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK Research nor Working Mother receives compensation from the advisors or their firms in exchange for placement on a ranking. Research summary (as of 3/31/2021): from a total universe of 300,000 advisors, based on our thresholds we received 33,123 nominations, of which approximately 20% (6,624) were women and less than a quarter (1,400) at the time were mothers with children under the age of 21 and living at home. A final list of the top 500 advisors was then compiled based upon the quantitative criteria. Raymond James is not affiliated with Working Mother or SHOOK Research, LLC. This ranking is not indicative of an advisor’s future performance, is not an endorsement and may not be representative of individual clients’ experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. For more information, see shookresearch.com