Rachel is a highly skilled financial advisor with 9 years of wealth management experience. At Compound Planning, Rachel works with clients ranging from entrepreneurs, executives, tech employees, and retirees to focus on comprehensive wealth planning. As a CFP® professional, Rachel enjoys finding solutions to complex planning needs and customizing solutions for her clients. She has a passion for helping clients focus on a holistic planning approach. In doing so, she coordinates portfolio management, tax, legacy and estate planning to help clients reach their specialized goals. Rachel received her Bachelor's in Business Administration from Me...

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