Financial Advisor in Bellevue, WA
Rachel is a native Oregonian with a diverse background and a sincere passion to help others. She studied Viticulture and Enology at Oregon State University and continued her devotion to athletics working in fitness. After graduation she lived in several states during her husband’s Air Force career during which she had the opportunity to explore different career interests. She worked with wineries, as a personal trainer, and in government contracting. In Tucson, AZ she fell upon an opportunity to explore the financial planning industry and since then, her biggest joy has been engaging, coaching, and helping clients live their best lives.
Over the past few years she has gained extensive experience in the finance industry both as an advisor and in firm operations. After officially obtaining her CFPⓇ marks in 2020 her passion shifted from wealth management to wealth creation and financial planning. She enjoys tying fitness and finance helping clients discover their why behind their goals. You are the hero of your story and Rachel is simply your coach guiding you through living out your unique financial life plan.
After her husband transitioned to the Air National Guard they were delighted to move back to the Pacific Northwest permanently where they can enjoy the outdoors with their three fur-babies, Desi, Sherlock and Nova. In their spare time they enjoy their garage gym, travelling, and discovering new restaurants and wineries.
Avier Wealth Advisors
Our team members at Avier have a wide variety of backgrounds and interests, but we share one thing in common: we’ve all invested significant time and energy in mastering complex financial advising skills because we enjoy helping people. We are on your side, sharing the joy of your successes and working to help you meet your personal goals as if they were our own. We’ve experienced the deep satisfaction of helping hard-working individuals achieve financial security and peace-of-mind and we’re dedicated to that as our collective life’s work.
Our team shares an ethos of community involvement, giving back and radical generosity. These values are apparent in our outside-of-work pursuits and in our dedication to providing you with an ever-growing set of educational resources to keep you informed and empowered. These values also form a crucial part of our motivation to do what we do: we have seen again and again that the more informed our clients are about their financial futures and the more secure they feel, the more empowered they are to give back and be generous with their resources.
Whether you’ve dreamed of doing more for a local non-profit you admire, planned to “someday” volunteer more and work less or weighed decisions to help friends and family in need, you’ve probably had the experience of wanting to help more with your money or time, but not having the clarity and confidence necessary to do so. We believe that our financial advising services can lead to greater freedom in this area and we’re always thrilled to see our clients expanding their philanthropic and community-centric expenditures as they develop more and more confidence in their financial wellbeing.
Previous Work Experience
Duration: 2021 - 2022
Advisor SEC/CRD #
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