Rachael Neil (CFP®)

Rachael Neil focuses in the
following client markets or areas of practice:

Business Owners

Estate & Generational Planning Issues

High Net Worth Client Needs

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

Rachael Neil is Partner and Wealth Manager for Bluerock Wealth Management. As one of the firm’s owners, Rachael executes the vision of Bluerock. With 20 years of experience in wealth management, she has worked in every aspect of finance, from operations to compliance to client relationships to portfolio management. Rachael’s passion is working one-on-one with clients to develop long-lasting, strong relationships by providing them with peace of mind that someone is by their side that has expertise in all aspects of financial planning. Rachael, as well as the entire Bluerock team, focuses heavily on tax planning, estate planning and retirement planning.

“Financial planning is not just about money. We use strategies to take away anxiety about an area that is very personal for people. I don’t think there are many topics as personal as money. Clients often tell me that I have given them peace of mind and time to do what they enjoy, rather than worrying about their finances. It’s the greatest compliment I can ever receive.”

After growing up on a farm in North Dakota, Rachael moved to the San Francisco Bay Area and is a summa cum laude graduate of Golden Gate University with a bachelor’s degree in finance and a graduate certificate in financial planning. She earned the CERTIFIED FINANCIAL PLANNER™ designation in 2004.