Financial Planning Analyst
Rachel began her career at Fragasso as a client account specialist and has since moved up to the position of financial planning analyst. She has always had the drive to help people and has worked in the financial services and insurance industries for over ten years. Rachel finds it extremely rewarding to assist our clients to reaching their financial planning goals. In that capacity, she is responsible for researching and creating the financial planning analysis alongside financial advisors. Additionally, she provides analysis on insurance needs, education funding and strategic asset allocation.
Rachel is an avid cyclist and commutes to the office year round. She’s enjoys endurance racing. Most of these races are between 100 – 200 miles and are all completed in one day.
CERTIFIED FINANCIAL PLANNER™ Professional
Series 7 securities licensed through Private Client Services
Insurance licensed, Pennsylvania
Series 66 licensed through Private Client Services and Fragasso Financial Advisors