NAPFA Fall 2022 National Conference Speaker
Rachel DeCarolis
Rachel is a Partner and Wealth Manager at Northstar Financial Planning in Windham, NH. With more than 15 years of experience helping individuals and couples build financial independence, Rachel is passionate about creating a safe space for clients and building a relationship that goes beyond merely technical advice.
As a mother of two girls, Rachel is an advocate for supporting women. She is a member of NAPFA where she is a volunteer on the Women’s Initiative Committee. She also serves in the NAPFA Women’s Initiative Mentorship Program as a mentor to female advisors new to the industry. She became a partner at Northstar in 2020 and is honored to be a part of the firm’s mission to serve women retirees, business owners, and widows.
Rachel is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Financial Transitionist®.
As a mother of two girls, Rachel is an advocate for supporting women. She is a member of NAPFA where she is a volunteer on the Women’s Initiative Committee. She also serves in the NAPFA Women’s Initiative Mentorship Program as a mentor to female advisors new to the industry. She became a partner at Northstar in 2020 and is honored to be a part of the firm’s mission to serve women retirees, business owners, and widows.
Rachel is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Financial Transitionist®.
Thank you for attending!
