Rachel obtained her BA in Business Administration with an emphasis in Finance and Financial Planning from California State University, Fullerton in 2019, where she was the President of the Financial Planning Association. Rachel was also awarded a scholarship to be the student representative at the 2019 Annual TD Ameritrade LINC Conference. Rachel also has a passion for teaching financial literacy. As a result, she initiated “Get Smart With Your Finances”- a workshop for college students to learn about topics such as the pitfalls of credit card debt and how to properly build and maintain a budget.
Rachel has a huge passion for traveling the world, enjoys playing tennis, and recently started learning how to play golf. She lived in Guatemala for seven years and is fluent in Spanish. Due to her time there, she is passionate about helping others that are less fortunate.