Rachel Wagner Email and Phone Number

Rachel Wagner is an independent financial advisor working in the San Francisco Bay Area. She works with individuals and business owners. Her specialties include comprehensive investment management, retirement income planning, 401k plans, financial planning, and socially responsible investing.She brings over 20 years’ experience in strategic planning and financial analysis to her work with clients, making her uniquely qualified to identify key issues in complex situations. She has developed strategies for a broad range of clients, including large corporations, non-profits, small businesses and entrepreneurs.Rachel began her career in management consulting for Booz, Allen and Hamilton, based in New York. She has held many roles in Corporate Finance. From 1999-2003, she served as Director of Strategic Planning and Corporate Development for Agilent Technologies, the $9 billion spin-off from Hewlett Packard. After starting a family, Rachel began a new chapter of her career: she is now an LPL Financial Advisor working with small businesses, individuals, and families on their financial strategies.Rachel earned a Masters Degree in Business Administration from Stanford University and a Bachelor’s Degree, magna cum laude, in Economics from Yale University. She holds the FINRA Series 24, 7 and 66 securities registrations held through LPL Financial and the California Life, Health, Disability and Variable Contract licenses. Rachel has also earned the designation of Accredited Investment Fiduciary®, a role she takes very seriously in working with clients.Specialties: Retirement income planning; financial advising for individuals and small companies; investment management, financial planning; strategic planning; fiduciary guidance; financial analysis; strategic planning; life insurance; long-term care insurance; health insurance, socially responsible investing.