Rachel Weaver

Rachel has been with Fragasso for over a decade, beginning her career as a client account specialist before advancing to her current role as a wealth planning analyst. She has since earned the Certified Financial Planner™ (CFP^®) designation, enhancing her expertise in ethical and comprehensive financial planning.

In her role, Rachel collaborates with wealth advisors to develop tailored planning analyses for individual investors, covering areas such as insurance needs, education funding, and strategic asset allocation. She also serves on Fragasso’s nonprofit and institutional investment team, where she prepares customized reports for organizations and their boards, monitors adherence to Investment Policy Statements, and supports financial audits through detailed account documentation.

Rachel is passionate about cycling and endurance racing. She has competed in many races, some of which are between 100 – 200 miles and are one day events.