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.

Accolades

In 2022, Rachael was named to Forbes’ Top Women Wealth Advisors Best-in-State list, ranking #18 in Illinois. In addition, she made Forbes’ 2022 Top Next-Gen Advisors Best-In-State list, coming in at #9 in Illinois.

Personal Interests

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. 

Rachel’s Offices

Top Women Wealth Advisors: Advisors are selected for the Forbes rankings by SHOOK Research. Rankings for 2022 were published in February 2022 and were based on September 30^th data, including 1- and 5-year periods.

Top Next-Gen Advisors Best-In-State: Rankings for Top Next-Gen Advisors Best-In-State 2022 were published in August 2022 and were based on March 31^st data, including 1- and 5-year periods.

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Third party rankings and recognitions are no guarantee of future investment success and do not ensure that a client will experience a certain level of performance or results. These ratings should not be construed as an endorsement of the adviser nor are they representative of client evaluations. Generally, ratings, rankings, and recognition are based on information submitted by the adviser.