Cfp® Rachel Holbrook

Rachel Holbrook, CFP®, is a dedicated financial professional with a focus on personalized guidance and proactive advice. She excels in building and nurturing relationships to guide individuals towards financial success. Rachel is committed to promoting financial literacy and tailors her approach to meet clients' unique needs.

As a CERTIFIED FINANCIAL PLANNER™ professional, Rachel assists individuals and families in navigating their financial landscapes and achieving their goals across various life stages. Her passion for customized financial solutions sets her apart in providing holistic financial planning services.

Rachel earned her B.A. in Economics from Bucknell University and actively participates in professional organizations such as the Boston Estate Planning Council, where she holds the position of vice-chair in the Outreach Committee. She is also a member of The Boston Club, advocating for the advancement of women in business. Based in Boston, MA, Rachel combines her expertise with a personalized touch to empower her clients.

With a diverse professional background that includes roles at Merrill Lynch Wealth Management, UBS, BNY Mellon, and experience in fixed income analysis and public relations, Rachel brings a wealth of expertise to her financial advisory practice. Her commitment to excellence and continuous learning drives her to provide top-notch financial solutions to her clients.