Rachel Weiss,
CFP®
Financial Planning Consultant
Rachel grew up in South Florida and has lived in Miami for a number of years. She began her career in financial services at Merrill Lynch before moving on to a boutique Registered Advisory Firm where she served as an advisor, creating and implementing financial plans for families, and worked as the firm’s head trader.
Rachel graduated from Florida State University with a Bachelor of Science in Finance. She also earned her CERTIFIED FINANCIAL PLANNER™ professional designation, highlighting her emphasis and commitment to comprehensive financial planning. Rachel is also responsible for investment research, investment management and reviews, insurance planning, and executing trade requests. She is dedicated, empathic, and has a distinct ability to inspire confidence and comfort with whom she interacts.
Outside of her work, she engages in philanthropic work as a volunteer and former board member and Vice Chair for SAVE, in addition to participating in events within the Jewish and LGBTQ+ community. Rachel enjoys spending time with her family and friends. She keeps busy playing tennis, scuba diving, water skiing, cooking, and enjoying the food, music, and art of Miami.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner®, 
