ASSOCIATE 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: Why shouldn’t I make tactical changes based on recent news that I believe will impact my portfolio?

8/7/2020 CLIENT QUESTION OF THE WEEK: Why shouldn’t I make tactical changes based on recent news that I believe will impact my portfolio?   The major online brokerage platforms have seen an increase in new accounts and trading activity as a result...

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...