Rachel DeCarolis (BA, CeFT®, CEPA, CFP®, MBA)
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Rachel DeCarolis focuses in the
following client markets or areas of practice:
- Business Owners
- Charitable Giving
- Divorce Planning
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Business Owners
- Charitable Giving
- Divorce Planning
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
Planning Specialties
I am a financial advisor and mom of 2 who pursued a career in financial planning to combine my interest of building close personal relationships and my analytical nature. I have been in the financial services industry for over 16 years. I became a CERTIFIED FINANCIAL PLANNER™ professional in 2015, a Certified Financial Transitionist® in 2019, and a Certified Exit Planning Advisor in 2023. I a Partner and Wealth Manager at Northstar Financial Planning, helping clients create clarity and confidence during major life transitions such as retirement, widowhood, selling a business or managing an inheritance.
I have a MBA with a financial planning concentration from Bentley University, and a BA in Psychology from the University of Arkansas.
One of my favorite parts of financial planning is educating clients and explaining concepts in a way that makes it easy to understand. My goal is to help them feel empowered by money instead of afraid of it!
I strive to be described as a loyal mentor, who always pays close attention to the details. When I’m not at work, you’ll find me training for a marathon, baking cookies with my daughters, or piled under blankets with a good book.
Additional Information
NAPFA is not a client of Northstar Financial Planning and is being compensated for sharing their opinion and experience with our firm. Our annual listing fee of less than $1000 creates a conflict of interest and NAFPA's comments may not be representative of any other person's experience with the firm.NAPFA Start Date
March 11, 2020