Rachel Bubb

Rachel Bubb Email and Phone Number

Partner | Business Development Officer | Wealth Manager , CFP®, ChFC® | MBA Candidate at Haas Berkeley @ KWB Wealth
redlands, california, united states
Rachel Bubb's Location
Redlands, California, United States, United States
About Rachel Bubb

Wealth Manager | Purpose-driven DisruptorTransforming Financial Lives, One Conversation at a Time💡 My Philosophy: Financial empowerment isn't about numbers; it's about discovering your limitless possibilities. 💪 My Approach: Financial conversations aren't just about budgets and spreadsheets; they are powerful, revealing, and rewarding. I partner with you to unearth your goals, craft a plan that aligns with your values, and build a brighter financial future through tangible strategies and required logistics.📊 My Expertise: As a Certified Financial Planner® and Certified Lightyear Coach, I bring a wealth of knowledge and positivity to every financial challenge. I'm your go-to guide for navigating the exciting world of investment possibilities that make financial sense and resonate with your purpose.🌿 Beyond Finance: My journey began in the fields as a farmer, growing food and supporting the land. While farming and environmental stewardship remain close to my heart, financial advising has expanded that calling to helping people sow the seeds of financial confidence. It's a unique blend of tending to both soil and soul.🌾 Stubb Farms: My husband and I have turned our passion of nurturing the Earth into reality with Stubb Farms. On the farm we cultivate organic produce, make our own compost, heal the land, and cultivate a stronger, healthier community by sharing the fruits of our labor through our CSA.👨‍👩‍👧‍👦 Balance is Key: Beyond the world of finance and farming, I cherish moments with family and friends, embark on exciting projects, seek adventures, and constantly push my limits for personal growth.🎓 The Future: My quest for knowledge led me to pursue an MBA at UC Berkeley's Haas School of Business. I'm excited to bring this fresh perspective to my financial planning practice, enriching the lives of my clients by putting into practice everything I learn. I can't wait to see what new treasures the future holds after graduating in 2025.

Rachel Bubb's Current Company Details
KWB Wealth

Kwb Wealth

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Partner | Business Development Officer | Wealth Manager , CFP®, ChFC® | MBA Candidate at Haas Berkeley
redlands, california, united states
Website:
kwbwealth.com
Employees:
7
Rachel Bubb Work Experience Details
  • Kwb Wealth
    Wealth Manager
    Kwb Wealth Jul 2018 - Present
    Redlands, California, United States
    Building wealth isn’t just about numbers—it’s about unlocking potential. I help individuals and businesses use their money to drive purpose, growth, and impact. Whether it’s creating strategies for retirement, growing a business, or aligning investments with personal values, I create actionable plans that turn goals into reality. My goal? To empower people to leverage their capital, solve complex challenges, and achieve meaningful success.In business development, I focus on idea generation, fostering key relationships, and oversee execution of sales and business strategy geared for long-term success. Efficiently creating and managing deadlines, prioritizing assignments, and delivering quality outputs is my focus—because that’s what it takes to move this firm to the next level. I enjoy building strong networks, collaborating with Centers of Influence, and leading initiatives with measurable results. Growth happens when teams are aligned, clients feel valued, and strategies are built to scale.Financial planning isn’t just a service—it’s a partnership that transforms lives and businesses. I help clients see the bigger picture and make intentional decisions with their capital, unlocking both personal fulfillment and financial success. I care about sustainability and building thriving communities. I want to work with visionaries and executors who believe we can do good and make money. KWB Wealth is a registered investment adviser. This platform is solely for informational purposes and is not offering advisory services or sales of securities. Investing involves risk and possible loss of principal capital. Comments by viewers and/or recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted. If applicable, certain editing of personal identifiable information and misinformation may be deleted.
  • Lightyear Leadership
    Lightyear Leadership Certified Coach
    Lightyear Leadership Apr 2022 - Present
    Lightyear Leadership is all about turning big dreams into reality by creating a clear vision, setting meaningful goals, and staying aligned with what matters most. As a Lightyear coach, I help people tap into their potential, break through limiting beliefs, and turn intentions into action. I bring this energy into my daily work by building genuine, value-driven relationships with clients, helping them align their financial goals with the bigger picture of what they want out of life.At the heart of everything I do is the belief that growth is contagious. Within our firm, I use my coaching skills to spark that momentum, building a culture of accountability, creativity, and fun. I created a vision and goals course centered on our core values to inspire the team to connect their personal ambitions with our mission. I also co-lead strategy meetings, where we focus on driving sales, fostering growth, and elevating professionalism—while keeping things productive and creative. Whether with clients or colleagues, I bring my big energy to the room and help people unlock their best selves and give them the tools to create their chosen future.
  • Stubb Farms
    Co-Farmer
    Stubb Farms May 2022 - Present
    Redlands, California, United States
    @stubb_farmsStubb Farms is a small, seasonal vegetable farm that my husband and I manage together. We grow fresh, healthy food for our neighbors and sell directly to them throughout the season. Our goal is to expand our CSA (Community Supported Agriculture) because we believe in the power of local food—nurturing our community and reconnecting people with where their food comes from. Along with veggies, we raise chickens and sell fresh eggs. At Stubb Farms, we’re committed to regenerative and sustainable farming practices that heal our soil and promote long-term environmental health. It’s more than just growing food—it’s about changing consumer habits and making a positive impact on our local ecosystem, one harvest at a time!
  • Butler Green Farms
    Farm Hand
    Butler Green Farms Mar 2017 - Nov 2017
    Bainbridge Island, Wa
    Worked alongside eight full time crew members to grow, harvest, and deliver fresh, organic produce to the local community and neighboring cities. We worked 40 acres of land, broken up into eight different plots around the Island, growing a wide variety of seasonal fruits and vegetables, participating in all aspects of the farm from seeding to transplanting to harvesting and selling at the local farmer's market. In addition to produce, we tended to more than 700 laying hens, 150 turkeys, 3 steers, and 30 pigs.
  • Prather Ranch Meat Company
    Sales Associate
    Prather Ranch Meat Company Dec 2016 - Feb 2017
    San Francisco Bay Area
    Sold and educated customers about different types and cuts of meat produced from sustainable and humane ranches. Performed the daily tasks of maintaining the store front, processing transactions, and customer service. Worked weekly Farmer's Markets, setting up and breaking down the sales stand, maintaining stock, and interacting with customers.
  • Wine On Piedmont
    Sales And Business Promotion Associate
    Wine On Piedmont Nov 2016 - Feb 2017
    San Francisco Bay Area
    Performed daily business and sale activities in a small wine, beer, and spirits specialty store such as customer service, sales, marketing, inventory, restocking, store events, and community outreach.
  • Dashe Cellars
    Harvest Intern
    Dashe Cellars Aug 2016 - Nov 2016
    Oakland, Ca
    Work with a small team in assisting the winemaker with daily shipments of grapes, pump-overs, punch downs, cleaning, and other daily cellar operations, such as fermentation monitoring, tastings, and samplings.
  • Back To The Roots Llc
    Product Development Associate
    Back To The Roots Llc Nov 2015 - Jun 2016
    Oakland, Ca
    Research, develop and organize new product ideas. Design and maintain experiments for the “ready-to-grow” products line. Communicate and maintain business relationships with clients and suppliers. Help perform the daily duties required by general business operation.
  • Lair Of The Golden Bear
    Nature Director
    Lair Of The Golden Bear May 2015 - Aug 2015
    Pinecrest, Ca
    Led guests on 3 to 15 mile hikes in the Sierra Nevada Mountains 5-6 days a week. Provided constant customer service, served meals, performed camp-wide maintenance. Created a recycling program within the camp, educated campers and staffers on environmental issues.
  • Catalina Scuba Luv
    Rescue Diver
    Catalina Scuba Luv May 2013 - Aug 2013
    Catalina Island, Avalon, Ca
    Served as a rescue driver on underwater Sea Trek tours. Worked in the dive shop; sold, rented, and cleaned scuba diving equipment. Planned and organized diving trips for customers.

Rachel Bubb Education Details

Frequently Asked Questions about Rachel Bubb

What company does Rachel Bubb work for?

Rachel Bubb works for Kwb Wealth

What is Rachel Bubb's role at the current company?

Rachel Bubb's current role is Partner | Business Development Officer | Wealth Manager , CFP®, ChFC® | MBA Candidate at Haas Berkeley.

What schools did Rachel Bubb attend?

Rachel Bubb attended University Of California, Berkeley, Haas School Of Business, University Of California, Berkeley.

Who are Rachel Bubb's colleagues?

Rachel Bubb's colleagues are Ricardo Salinas, Quentin Bubb, Steven Gormley, Cima®, Doris Fong, Katie Reynosa, Trenton Maher.

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