Rachel works with individuals and families to build thoughtful financial strategies that create both security and long-term growth. Her approach focuses on protecting what matters first, then helping clients save, invest, and build lasting wealth with clarity and confidence.
Her passion for this work is deeply personal. Having watched her mother rebuild from financial instability, Rachel saw firsthand how the right guidance and strategy can change the course of someone’s life. That experience continues to shape how she works with clients, leading with empathy, trust, and a genuine commitment to helping people feel secure in their financial decisions.
Rachel graduated Summa Cum Laude from Babson College with a degree in Business Administration. Originally from Los Angeles, she now resides in Brooklyn, New York. Outside of work, she enjoys songwriting, music production, and cooking.
Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Strategies for Wealth is not an affiliate or subsidiary of Guardian. CA Insurance License Number - 4516718.