Rachel Infante (CDFA, CFP®, Chartered SRI Counselor™)
Rachel Infante focuses in the
following client markets or areas of practice:
- Charitable Giving
- College/Education Planning
- Estate & Generational Planning Issues
- Retirement Plan Investment Advice
- Socially Responsible Investments
- Women's Financial Planning Issues
- Charitable Giving
- College/Education Planning
- Estate & Generational Planning Issues
- Retirement Plan Investment Advice
- Socially Responsible Investments
- Women's Financial Planning Issues
Planning Specialties
Rachel credits her past experiences, some challenging, for her ability to connect and build relationships with clients. Rachel’s greatest joy is coaching people through times of transition and change, and helping people work through their choices to make decisions that match their goals.
Rachel has a passion for helping those going through, or who have experienced a divorce. As one who has been through a divorce herself, with young children, she sympathizes with the shock and complexity this can bring. As a Certified Divorce Financial Analyst® professional, she helps those better understand the financial aspects of the divorce process and the unique financial planning that follows.
Additional Information
Rachel volunteered for many years with the Financial Planning Association, planning and coordinating an annual conference that brings lots of education to financial advisors each year. She is also involved with Best Prep as an e-mentor helping high school students learn more about financial planning and the importance of this throughout their lives.
Rachel is originally a native of Texas but has called Minnesota home for many years. Rachel currently lives in Chaska with her twins Amelia and Austin. She loves to travel, camp, hike and spend time outdoors as much as the Minnesota weather allows.
NAPFA Start Date
May 24, 2019
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