ASSOCIATE ADVISOR

Rachel joined FMB Wealth Management on the Advisor Support team in 2019. Her main role is to assist Lead Advisors in client meetings and is also responsible for portfolio analysis and research. Rachel earned her Bachelor’s degree in Business Administration with a Concentration in Finance and Financial Planning from California State University, Fullerton. Rachel is passionate about teaching financial literacy and educating others, so she initiated “Get Smart with your Finances”- a workshop for college students to learn about topics that create huge problems for the younger generations such as credit card debt. She was President of the Financial Planning Association at CSUF and was awarded a scholarship to be the student representative for CSUF at the Annual TD Ameritrade LINC Conference in 2019. Rachel lived in Guatemala for 7 years and is fluent in Spanish. Rachel loves traveling and due to her time in Guatemala, she is passionate about helping others that are less fortunate. 

The FMB Advisors Blog

Changes to Charitable Giving Under the CARES Act

4/20/2020 First and most important, we hope you and your family are staying healthy and have adapted to the new way of life while we are under stay-at-home instructions.  It’s very likely you have heard of the actions the US government has been...

Giving Thanks and Making an Impact

11/26/19 As you gather around the table with loved ones on Thanksgiving and talk about what you are thankful for, do you sometimes wonder how you might share your abundance in the most impactful way?  Does your family have a charitable mission...

More Frightening than Halloween

10/22/19 As the leaves begin to turn and fall is in the air, there is another change that seems to be a common occurrence...this is also the time of year when many couples decide to divorce.  While we hope you never have to experience this life...

The Flat-Out Truth

What is a yield curve, and why are stock investors interested in its shape? 8/20/19 A yield curve gives a snapshot of how yields vary across bonds of similar credit quality, but different maturities, at a specific point in time. For example, the US...

Wealth and Health

2/8/19 A Four Part Series for Multigenerational Investors on the Relationship Between Your Health and Your Wealth Chapter 1 – More of BOTH is Better! “Early to bed and early to rise keeps a man healthy, wealthy and wise”    Ben Franklin   “...