Rachael carries a bunch of our intellectual capital on her shoulders to the office every morning. As a member of our planning team, Rachael is critical to the analysis we perform when building financial plans for clients. She has invested in education and carries the Series 7, 66, and 24 securities registrations and along with holding the CERTIFIED FINANCIAL PLANNER ™ designation, and the California Life and Health License #0G26920.
Born and raised in Pleasanton, Rachael attended San Diego State University, where she earned her bachelor’s degree in Financial Services. She is an avid Sharks fan, and when not in the office, Rachael is off exploring the world. She has been to 11 countries and counting, and one of her next goals is to return to Europe to run a half marathon.
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