Rachel A. Haberman, Cfp® Email & Phone Number

Madison, Wisconsin, United States

As an advisor with Wealthspire Advisors, I assist clients by taking them step-by-step through the financial planning process. Through portfolio management, retirement planning, tax planning, charitable giving, risk management, and estate & legacy planning, I help clients identify and achieve financial goals that bring peace of mind and a higher quality of life.

Madison, Wisconsin, United States

As a Senior Advisor Associate, my role consists of providing an enhanced layer of support to both our clients and our advisors in Madison and Janesville by leveraging firm resources to deliver reporting data, assisting our advisors with portfolio construction and management, researching client inquiries about their portfolios and planning topics, and building financial plans for clients. I was a member of our Advisor Client Experience Committee from 2018-2019 where I helped identify… Show more As a Senior Advisor Associate, my role consists of providing an enhanced layer of support to both our clients and our advisors in Madison and Janesville by leveraging firm resources to deliver reporting data, assisting our advisors with portfolio construction and management, researching client inquiries about their portfolios and planning topics, and building financial plans for clients. I was a member of our Advisor Client Experience Committee from 2018-2019 where I helped identify, synthesize, and communicate best practices for advisory processes across the firm. Having found my way into financial services with an English degree, I'm passionate about client education and enjoy making financial literacy accessible to clients of all backgrounds. Show less

Madison, Wisconsin Area

Formerly Bronfman Rothschild: https://www.nfp.com/about-us/news-perspectives/press-release-details/wealthspire-advisors

Madison, Wisconsin

Bronfman Rothschild Wealth Advisors offers advisory services for wealthy individuals and families, institutions, and retirement plans. We know our clients are in search of a principled advisor they can trust to know their priorities and preferences, and so we make it our mission to cultivate a true partnership with every client at every turn. This means an independent business model that minimizes conflicts, deep expertise that goes beyond investing, and seamless coordination with other… Show more Bronfman Rothschild Wealth Advisors offers advisory services for wealthy individuals and families, institutions, and retirement plans. We know our clients are in search of a principled advisor they can trust to know their priorities and preferences, and so we make it our mission to cultivate a true partnership with every client at every turn. This means an independent business model that minimizes conflicts, deep expertise that goes beyond investing, and seamless coordination with other advisors our clients trust, ultimately simplifying the lives of the clients we serve while growing and preserving their wealth. Show less

Madison, Wisconsin Area

Shoutlet is an enterprise-class, cloud-based social relationship platform that empowers brands to build meaningful customer relationships by harnessing the power of social marketing. More than 600 brands and agencies in 70+ countries use Shoutlet to publish, engage, and measure social marketing campaigns that gather consumer data to drive measurable business impact. Headquartered in Madison, WI, Shoutlet has additional offices in New York, San Francisco, Atlanta, and London. Current customers… Show more Shoutlet is an enterprise-class, cloud-based social relationship platform that empowers brands to build meaningful customer relationships by harnessing the power of social marketing. More than 600 brands and agencies in 70+ countries use Shoutlet to publish, engage, and measure social marketing campaigns that gather consumer data to drive measurable business impact. Headquartered in Madison, WI, Shoutlet has additional offices in New York, San Francisco, Atlanta, and London. Current customers include 3M, Best Buy, Fox Sports, Hot Topic, 24 Hour Fitness, Abbott, Canon, Macy's, and Norwegian Cruise Line. Show less

Madison, Wisconsin Area

Shoutlet is an enterprise-class, cloud-based social relationship platform that empowers brands to build meaningful customer relationships by harnessing the power of social marketing. More than 600 brands and agencies in 70+ countries use Shoutlet to publish, engage, and measure social marketing campaigns that gather consumer data to drive measurable business impact. Headquartered in Madison, WI, Shoutlet has additional offices in New York, San Francisco, Atlanta, and London. Current customers… Show more Shoutlet is an enterprise-class, cloud-based social relationship platform that empowers brands to build meaningful customer relationships by harnessing the power of social marketing. More than 600 brands and agencies in 70+ countries use Shoutlet to publish, engage, and measure social marketing campaigns that gather consumer data to drive measurable business impact. Headquartered in Madison, WI, Shoutlet has additional offices in New York, San Francisco, Atlanta, and London. Current customers include 3M, Best Buy, Fox Sports, Hot Topic, 24 Hour Fitness, Abbott, Canon, Macy's, and Norwegian Cruise Line. Show less

Verona, Wi

Along with my co-teacher, I cared for 8 infants daily. We provided basic care (feeding, diapering, soothing them to sleep) as well as developed specific lesson plans and activities that promoted their cognitive, physical, and emotional development.

Cfp Certification Professional Education Program

Bachelor Of Arts, English Major, Education Minor, Endorsement In Middle School Language Arts

Associates, Arts And Science