I am a former preschool special education teacher turned financial representative. I am a very honest and caring person and I believe that sets me apart from many financial representatives. I partner with a great team at Northwestern Mutual, which is one of the top 4 Independent Investment Broker-Dealers in the U.S. I’d love to review your goals and current financial plan for free. My team and I will come up with a plan designed just for you (and your family if applicable). I offer this service for free in order to grow my network. Even if you don’t become a client of mine maybe you will introduce me to someone who will. If you become a client we meet about every 6-12 months, or more frequently if you prefer, to update your plan based on life changes. Please reach out with any questions. I look forward to hearing from you!
Phone: (240) 481-1363
Carlsbad, CA 92008 ·2156.33 mi
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Reviews
yelpRachel is a pro! Very nice and easy to work with! I definitely recommend her. She makes it look easy.
MoreIt has been a pleasure working with Rachael as we figure out the best options for our financial future. She is always clear and communicative. She made it easy to choose how we want to fill in the...
MoreRachael did an awesome job interviewing me for my financial plan. She asked all of the right questions in the right order making it a comfortable conversation. There were important items that...
MoreRachael and Allie were kind enough to setup a few complimentary calls with me to discuss my financials and investments. We discussed the current state of my financials, lifestyle and budgets. As...
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