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

Rachel was named to Forbes’ Top Women Wealth Advisors Best-in-State list, ranking #16 in Illinois in 2023 and #18 in Illinois in 2022. 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

Forbes Top Women Wealth Advisors Best-In-State are selected for the Forbes rankings by SHOOK Research. Rankings for 2022 and 2023 were published in February 2022 and February 2023 and were based on September 30th 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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