ADVISOR

Rachel joined FMB Wealth Management on the Advisor Support team in 2019. Her main role is to assist Lead Advisors in client meetings and is also responsible for portfolio analysis and research. Rachel earned her Bachelor’s degree in Business Administration with a Concentration in Finance and Financial Planning from California State University, Fullerton. Rachel is passionate about teaching financial literacy and educating others, so she initiated “Get Smart with your Finances”- a workshop for college students to learn about topics that create huge problems for the younger generations such as credit card debt. She was President of the Financial Planning Association at CSUF and was awarded a scholarship to be the student representative for CSUF at the Annual TD Ameritrade LINC Conference in 2019. Rachel lived in Guatemala for 7 years and is fluent in Spanish. Rachel loves traveling and due to her time in Guatemala, she is passionate about helping others that are less fortunate. 

The FMB Blog

CLIENT QUESTION OF THE WEEK: What can we expect from the stock market in 2021?

1/12/2021 If there was ever a year that we were reminded of the difficulty of making stock market predictions, it was 2020. Yet, many investors continue to search for "expert" market outlooks in hopes of positioning their portfolio to outperform....

CLIENT QUESTION OF THE WEEK: How might a Biden/Harris administration impact the stock market?

11/18/20 Former Vice President Joe Biden is projected to secure the 270 electoral votes needed to make 1600 Pennsylvania Avenue his home for the next four years. With a new administration comes new policies, which may cause investors to make changes...