Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Divorce Financial Planning
  • Investment Management
  • Estate Planning Strategies
  • Insurance
13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CDFA®; Certified Divorce Financial Analyst®
  • AWMA® Accredited Wealth Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Master of Science in Personal Financial Planning, College for Financial Planning, 2017
  • Master of Business Administration, California State University, Sacramento, 2014
  • B.S. Business Administration, California State University, Sacramento, 2007

Interests

Rachael resides in Folsom, California with her husband Rob. In 2018 they welcomed twin boys, Cameron and Drake. These little boys keep Rob and Rachael very busy, but in the rare event they have some free time, they enjoy traveling to Lake Tahoe, visiting local wineries, or simply catching up on much-needed sleep!

Community participation

As a participant of the Financial Planning for Cancer program, I offer pro bono financial planning to cancer patients and their families.

This cause is particularly important to me because my husband was diagnosed with a rare and aggressive form of brain cancer in 2018.

The cost of treatment and loss of income can be financially debilitating, so having a financial plan in place can help alleviate some concerns and put the focus back on the patient's health.

Professional associations

  • Financial Planning Association
  • South Placer Estate Planning Council
  • Sacramento State Business Chapter Alumni Association
  • Folsom's Leading Young Professionals
  • Folsom Chamber of Commerce
  • Investments and Wealth Institute

Previous experience

  • Financial Advisor, Merrill Lynch Pierce Fenner & Smith Inc., 2015-2017
  • Financial Advisor, Training Specialist, Registered Client Service Associate; Morgan Stanley, 2008-2015