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

Giving Thanks and Making an Impact

11/26/19 As you gather around the table with loved ones on Thanksgiving and talk about what you are thankful for, do you sometimes wonder how you might share your abundance in the most impactful way?  Does your family have a charitable mission...

More Frightening than Halloween

10/22/19 As the leaves begin to turn and fall is in the air, there is another change that seems to be a common occurrence...this is also the time of year when many couples decide to divorce.  While we hope you never have to experience this life...