Rachel Ballengee (CFP®)

Rachel Ballengee focuses in the
following client markets or areas of practice:
- Charitable Giving
- Corporate Executives
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Tax Planning
- Women's Financial Planning Issues
- Charitable Giving
- Corporate Executives
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Tax Planning
- Women's Financial Planning Issues
NAPFA Start Date
March 14, 2022