Rebecca Katherine Lyman

Employer firm

Johnson Lyman Wealth Advisors CRD 150150

$202M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2022 → Present
  Johnson Lyman Wealth Advisors
  Los Altos, CA
• 11/2021 → 01/2022
  Johnson Lyman Wealth Advisors
  Los Altos, CA
• 07/2021 → 03/2022
  Webcor Builders, Llp
  San Francisco, CA
• 02/2020 → 07/2021
  Obayashi Corp. / Webcor Builders
  Tokyo
• 01/2012 → 02/2020
  Webcor Builders, Llp
  San Francisco, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-07-19

Designations

• Certified Financial Planner