Financial Advisor, CFP®, AIF®
Rachelle is one of Finity Group’s Financial Advisors. She is a CERTIFIED FINANCIAL PLANNER™ professional and Accredited Investment Fiduciary®. She works hard for her clients and wants them to be goal-driven and successful at meeting those goals.
Over the last five years at Finity Group, Rachelle has built a practice working with young doctors, especially women and families. She joined the financial services industry knowing that women were underrepresented in the field and wanting to bring that voice to the table. There has been a lot of research regarding how women and men approach money differently, and sometimes it can help to have someone that speaks your language.
Two years ago, she and her colleague Corey Janoff (Rockstar!) started a podcast where they attempt to bring humor and common sense to complicated (and not so complicated) planning topics. You can listen to them chat about topics of interest anywhere your podcasts are found by looking up the Financial Clarity for Doctors podcast. You can also occasionally find posts she has written on our blog, although she is often too busy chasing around her puppy and six-year-old to make that happen!
If you’d like to connect with Rachelle for a quick chat, you can schedule a time with her using the link below. She is still actively filling her practice with people that she enjoys working with and that value her advice. For her, it’s not about measuring yourself against a benchmark; it’s having the financial freedom to live and work (or not) the way you want to.
Schedule a chat with her!