Rachel Kowalczyk, CFP®
Designations and Licenses
Rachel is a CERTIFIED FINANCIAL PLANNING™ professional.
Experience and Education
Rachel takes time to understand each client’s priorities as she develops personalized wealth plans and implements appropriate investment strategies to help clients achieve their long-term objectives.
Prior to joining the firm, Rachel worked for five years at a wealth advisory firm in Chicago where she specialized in investment, retirement, tax, estate and insurance planning for high-net-worth individuals and business owners. She also served on the firm’s financial planning committee.
Rachel has a bachelor’s degree in consumer economics and finance with a concentration in financial planning from the University of Illinois in Urbana Champaign.
Rachel supports St. Jude. She’s an avid fan of the Chicago Blackhawks and a retired Soccer Player. She enjoys traveling, hiking and spending time with family, especially her three nephews.