About Rachel
Rachel has over 25 years of experience in financial services. Her core work involves advocating for clients on their day‐to‐day planning and investment needs. She adopts a holistic planning approach, ensuring that her clients’ needs are met and goals achieved without overlooking opportunities and challenges along the way. Rachel has a gift for the big picture and she works tirelessly to enhance the service and support of every Focus Partners Wealth client as well as the efficiency and effectiveness of the firm as a whole. Rachel loves to help others and she makes herself available to clients and peers alike. She actively mentors the younger generation of advisors and advisory teams at the firm and finds great satisfaction in helping others to succeed.
Rachel and her husband, Dan, moved to San Diego in 2000 and feel blessed to be raising their family in such a beautiful setting. When she’s out of the office, you can find her enjoying soccer, scrapbooking, and savoring every minute of her two sons’ young lives. Family is a top priority for Rachel and with her two boys, two dogs, and two cats, the household stays quite active. She fills her free time with outdoor activities, family vacations, reading, and yoga.
Rachel has over 25 years of experience in financial services. Her core work involves advocating for clients on their day‐to‐day planning and investment needs. She adopts a holistic planning approach, ensuring that her clients’ needs are met and goals achieved without overlooking opportunities and challenges along the way. Rachel has a gift for the big picture and she works tirelessly to enhance the service and support of every Focus Partners Wealth client as well as the efficiency and effectiveness of the firm as a whole. Rachel loves to help others and she makes herself available to clients and peers alike. She actively mentors the younger generation of advisors and advisory teams at the firm and finds great satisfaction in helping others to succeed.
Rachel and her husband, Dan, moved to San Diego in 2000 and feel blessed to be raising their family in such a beautiful setting. When she’s out of the office, you can find her enjoying soccer, scrapbooking, and savoring every minute of her two sons’ young lives. Family is a top priority for Rachel and with her two boys, two dogs, and two cats, the household stays quite active. She fills her free time with outdoor activities, family vacations, reading, and yoga.