Rachel Wood, CFP®, AIF®

Partner & Financial Advisor

Allow us to introduce Rachel, a dedicated financial professional and a proud CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) on a mission to empower individuals to seize control of their financial destinies and retire with confidence.

Rachel’s approach to financial planning is centered on understanding her clients’ current financial situations and working collaboratively with them to design personalized, sustainable retirement plans that align with their unique visions for the future.