Rachel was raised 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. She also acted 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 responsible for investment research, portfolio management and reviews, insurance planning, and executing trade requests. She is dedicated, empathic, and has a unique ability to inspire confidence and comfort in others.
Outside of her work, she is engaged in philanthropic work and currently serves as a board member for SAVE, in addition to volunteering and participating in events within the Jewish and LGBTQ+ community. Rachel enjoys spending time with her family and friends. You can also find her delivering solid ground strokes on the tennis court in addition to scuba diving, cooking, water skiing, and loving Miami’s art and food scene.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.